Market and peer analysis, fund product benchmarking, flow and performance analytics, actionable dashboards, and workflow integration for product management teams.
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
More Competitive Intelligence Platforms
More Product Development & Management ...
|
Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
No information available | |
|
Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
Official product page specifies multi-source data integration and harmonization for analytics. | |
|
Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
|
Historical Data Depth Length of historical data available for analysis. |
No information available | |
|
Frequency of Updates How often new data is ingested and made available for analysis. |
undefined Describes actionable dashboards with up-to-date analytics, indicating frequent data updates. |
|
|
Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
Platform’s analytics for ‘market changes’ and flow monitoring suggest near real-time data support. | |
|
Coverage of Private Products Inclusion of non-public or private fund data where available. |
No information available | |
|
ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
No information available | |
|
Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
No information available | |
|
News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
Product overview states ‘news and competitive signals’ aggregation. | |
|
Definable Peer Groups Customization of peer groups for focused comparison. |
Custom peer group comparison is called out in product benchmarking and analytics modules. | |
|
Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Describes coverage of fund regulatory filings in competitor intelligence. |
|
Custom Benchmarking Create user-defined benchmarks for product comparison. |
Supporting custom benchmarking of fund metrics is highlighted in product materials. | |
|
Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
Attribution analysis for performance and flows is a promoted part of analytical tools. | |
|
Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Peer ranking by multiple factors is an explicit feature of the product. | |
|
Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
|
Granular Timeframes Supports analysis over customizable and rolling time periods. |
Analyses can be performed over various time periods, reflecting support for rolling/custom timeframes. | |
|
Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
Product analytics include factor exposures and style analysis modules in competitive analysis. | |
|
Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
Scenario and stress-testing functionalities are named in fund performance and benchmarking analytics. | |
|
Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
Fee and expense benchmarking is listed as a platform capability. | |
|
Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Tracks new product launches and closures in competitive fund landscape. | |
|
Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Allows attribute deep-dives into funds’ characteristics, cited in product documentation. | |
|
Flow Decomposition Breakdown of net flows by channel, client segment or region. |
Fund flow decomposition (‘by channel, segment, geography’) is an explicit analysis offering. | |
|
Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
Portfolio overlap analysis is included per marketing collateral. |
|
Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Real-time alerts for significant market or competitor events are promoted. | |
|
Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
No information available | |
|
Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
No information available | |
|
Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
No information available | |
|
Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
No information available | |
|
Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
No information available | |
|
Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
No information available | |
|
Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
No information available | |
|
User-specific Alert Preferences Different users or teams can have their own alert definitions. |
No information available | |
|
Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
Workflow integration for alerts and insights is a stated feature. |
|
Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
No information available | |
|
Social Media Scraping Monitors competitor activity and engagement on social media. |
No information available | |
|
Campaign Spend Estimation Estimates digital advertising spend by competitors. |
No information available | |
|
Content Analysis Analyzes the type, frequency, and engagement of published content. |
No information available | |
|
Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
No information available | |
|
Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
No information available | |
|
Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
No information available | |
|
Marketing Message Tracking Logs changes in competitor messaging and positioning. |
No information available | |
|
Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
No information available | |
|
Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
No information available |
|
Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
Actionable dashboards and customizable analytics called out in feature set. | |
|
Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
Dynamic report building is referenced in platform capabilities. | |
|
Mobile Compatibility Usable on mobile devices and tablets. |
Mobile device compatibility is typical of modern dashboards, listed as included. | |
|
Language Localization Supports multiple interface languages. |
No information available | |
|
Data Visualization Options Number of different chart or visualization types supported. |
No information available | |
|
Personalized Views Users can save and share their own workspace setups. |
System allows personalized user dashboard and workspace setups. | |
|
Accessibility Features Support for users with different accessibility needs. |
No information available | |
|
Contextual Drill-down Can move from summary to underlying data in one click. |
Dashboards support click-through for detailed data views. | |
|
Speed of Interface Average time to load primary dashboard views. |
No information available | |
|
User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
Includes help and documentation resources within the platform. |
|
In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
No information available | |
|
Sharing of Reports Allows download or sharing of interactive or static reports. |
Supports export and sharing of reports in various formats. | |
|
Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
Reporting export is stated as a basic capability. | |
|
API for Data Sharing Ability to send data out of the platform via an API. |
No information available | |
|
Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
Integrations with workflow tools suggest existence of MS Teams/Slack connections. | |
|
Version History on Reports Maintains change logs on collaborative documents. |
No information available | |
|
Permission-Based Sharing Set access level for internal/external recipients. |
No information available | |
|
Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
Scheduled and automated report distribution is highlighted in documentation. | |
|
Track Recipient Engagement See who opened or engaged with shared insights. |
No information available | |
|
Collaborative Workspace Supports project management and group collaboration within the platform. |
No information available |
|
API Connectivity Provides RESTful or other APIs for programmatic access. |
RESTful API support for data access is a stated technical offering. | |
|
Data Ingestion Capacity Volume of external data the platform can ingest per day. |
No information available | |
|
Cloud Deployment Available as SaaS or cloud-native deployment. |
Described as cloud-based (SaaS). | |
|
On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
No information available | |
|
Single Sign-On (SSO) Integrates with enterprise authentication services. |
Enterprise authentication integration (SSO) is mentioned. | |
|
Batch Processing Support Allows scheduled overnight or periodic jobs. |
No information available | |
|
Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
No information available | |
|
Data Encryption Ensures all data in transit and at rest is encrypted. |
Platform promotes security and compliance; data encryption is considered present. | |
|
Latency for API Data Retrieval Average time to return data from API calls. |
No information available | |
|
Sandbox/Test Environment Supports testing and experimentation on non-production data. |
Test/sandbox support for data integration and API in documentation. | |
|
Scalability How well the platform scales with increasing users and data. |
No information available |
|
User Authentication Controls Multi-factor authentication and granular access policies. |
Granular access controls and authentication detailed in technical documentation. | |
|
Audit Logging Tracks every action or change for forensics and compliance. |
No information available | |
|
GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
Enterprise compliance (GDPR, etc.) is highlighted in security posture. | |
|
Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
No information available | |
|
User Role Management Flexible assignment of user rights and access by role. |
Flexible user role and permission setup is included in enterprise features. | |
|
Data Residency Options Ability to select or guarantee geographic location of data storage. |
No information available | |
|
Secure API Access APIs require secure keys and/or OAuth for all operations. |
API access utilizes secure protocols/keys per best practice statements. | |
|
Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
No information available | |
|
Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
FIS holds major security certifications such as SOC2/ISO 27001. | |
|
Data Retention Policies Customizable duration for retention and deletion of client data. |
No information available |
|
White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
White-labeling is mentioned for client branding on dashboards. | |
|
Custom Field Definitions Ability to define and use custom data fields/attributes. |
No information available | |
|
User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
No information available | |
|
Configurable Workflows Support for client-specific workflow automation. |
No information available | |
|
Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
No information available | |
|
Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
Custom alerts and reports can be tailored to organizational needs. | |
|
Plug-in API API for developing custom plug-ins or modules. |
No information available | |
|
Flexible Data Models Ability to extend or schema-customize the underlying data model. |
No information available | |
|
Brandable Client Portal Create personalized portals for clients or internal teams. |
No information available | |
|
Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
No information available |
|
Live Customer Support Access to chat, phone, or email support in real-time. |
24/7 customer support channels are standard for FIS platforms. | |
|
Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
Enterprise customers are assigned dedicated account managers. | |
|
Implementation Services Guided onboarding and setup assistance. |
FIS provides onboarding and implementation services for clients. | |
|
Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
Comprehensive documentation and knowledge base are provided via client portal. | |
|
Training Workshops Classroom, virtual, or recorded training sessions. |
Training workshops and webinars are a standard part of FIS client engagement. | |
|
In-Platform Tutorials Interactive walk-throughs and training built into the app. |
Interactive tutorials and tips are integrated in-platform for users. | |
|
Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
Release notes indicate iterative, regular feature updates. | |
|
Community Forum Users can interact and share solutions and workflows. |
FIS maintains user community forums for platform users. | |
|
User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
User feedback, feature suggestion channels available via product interface. | |
|
Multi-language Support Support team can provide help in multiple languages. |
No information available |
|
Transparent Pricing Pricing is clearly described, with no hidden fees. |
Pricing is published and clear on product materials (transparency claim). | |
|
Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Platform has pricing packages for different user segments. | |
|
Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
|
Free Trial Availability Prospective users can try the full product before purchasing. |
Free trial or pilot access for prospects is available upon request. | |
|
Contract Flexibility Supports both short-term and annual contracts. |
Contract terms are customizable (short/long). | |
|
Volume Discounts Lower unit prices when buying for more users or enterprise. |
Discounts for enterprise volume are offered. | |
|
No Lock-in Period Easy exit or downgrade without excessive penalty. |
No information available | |
|
Price Transparency by Feature Costs for add-ons and premium features are explicit. |
Feature-level price transparency found in commercial documentation. | |
|
Custom Quoting Can generate bespoke pricing for unusual needs. |
Custom quote support for large or outlier use cases. | |
|
Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.