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FUNDINSIGHT

 * Features
 * About
 * Contact support


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HELPING FINANCIAL ADVISORS SAVE TIME AND STAY COMPETITIVE


TIME TO GET BACK TO YOUR CLIENTS.

 * 38,000 ETFs and mutual funds to screen and compare, without an expensive
   subscription
 * Easily discover wash sale suggestions for underperforming funds
 * Research instant substitutions to help identify better performing or lower
   cost alternatives, and ETF/mutual fund swaps
 * Reverse exposure lookups in client portfolios, and much more...

Create a free advisor account
See all features



WHAT'S FUNDINSIGHT?

FREE TOOLS FOR FUND DISCOVERY AND MANAGEMENT



Nasdaq and ETF specialist Trackinsight have joined forces to create Fundinsight,
a free addition to any Financial Advisor’s toolkit. Fundinsight speeds up your
ETF and mutual fund research, gives you data-driven investment ideas, and helps
you get back to your clients with smart and timely answers to their fund-related
questions.




WHAT'S INSIDE?


6 TOOLS TO SAVE TIME AND STREAMLINE YOUR PRACTICE

 * Smart substitutions
 * Exposure check
 * Universal screener
 * Market insights
 * Newsroom
 * Portfolio manager


SMART SUBSTITUTIONS

Instant suggestions for lower cost or better performing funds, and even tax loss
harvesting

Find similar funds that could serve as substitutions. Trackinsight’s proprietary
technology analyses a fund across 4 equity dimensions and 5 bonds dimensions,
and returns a list of funds with similar risk structures.

Smart queries allow you to quickly get a list of alternatives to work with, be
it for for tax loss harvesting, ETF to MF swap or vice versa, better
performance, lower cost, our engine takes care of the hard work so all you have
to do is decide which substitution best suits you.


USE CASES

You want to find an ETF alternative for a known mutual fund
You want to find a better performing substitution with similar exposure and cost
You want to find a cheaper alternative
You want to find substitutes to help manage the wash sale rule*

*You should consult your own tax, legal and accounting advisors before engaging
in any transaction.

Create your free advisor account today
Illustrative data


EXPOSURE CHECK

Find any exposure in a client portfolio

“Is there any [x] in my portfolio?” That question should be easier to answer
than you know it really is. With our Exposure check tool you can check if a fund
or list of funds (like a portfolio) is exposed to a specific sector, segment,
theme, geography, or even a stock. You’ll have your answer in seconds. Easy.


USE CASES

You want to proactively proof your clients’ portfolios based on current market
movement. Now comment and share to reassure them
Your client wants to know if they’re exposed to something “bad” that’s currently
in the news. Now you have an instant answer that you can share with them in
minutes
Your client asks to get in on a shiny new industry. Now you can show them how
they’re already exposed, and that it was part of the plan from the beginning


BUT ALSO...

Do you use buy lists or watchlists? Turn them into a simple portfolio and now
you have an instant view into which of those products are exposed to an
investment idea you have in mind.

Create your free advisor account today
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UNIVERSAL SCREENER

38,000 ETFs and mutual funds at your fingertips

The first screener that gives you ETFs and mutual funds in a single query. The
universal screener applies Trackinsight’s unique angle of exposure vs. fund
characteristics, that lets you focus on your investment ideas.


MAIN FEATURES AND FILTERS

Find both ETFs and Mutual funds with a single query (more product types coming
soon), or select a single product type
A focus on exposure vs. fund characteristics
Define exposure with asset class, geography, theme or sector, and even holding
Filter by provider, active vs. passive, fund structure, strategy, and many more
Customize and sort by your favorite fields — Fundinsight will even remember your
settings
Quick compare up to 3 funds
Click on the heart icon next to any fund to save it to your favorites for easier
access and tracking
Create your free advisor account today
Illustrative data


MARKET INSIGHTS

See trends before they happen

Always be on top of the market. Check in daily for data-driven insights and
analysis, and find and explore investment ideas.


MAIN FEATURES

Smart insights on outlier performance and flows across segments, short-term and
mid-term
Follow your favorite segments and themes and check in daily on how they’re doing
Be notified of new launches in your favorite segments and themes
Explore investment ideas: aggregate data and a searchable list of all funds with
exposure to a specific sector, theme, geography, or holding
Tell a story: Analyse and comment on articles and segments and share with your
audience or clients
Create your free advisor account today
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NEWSROOM

Exclusive access to Nasdaq-backed research and analysis

Deeper insights into all things funds. Fundinsight’s dedicated team of financial
journalists brings you daily analysis on what’s happening today, and understand
what might happen tomorrow.

Convinced by our ideas, or quite the opposite? You can share articles along with
your own analysis with your wider network, or use them for client education.


MAIN FEATURES

Multiple articles a week to understand greater market movement
News, analysis, and industry updates
You’re entitled to your opinion: Share articles along with your own analysis
Create your free advisor account today
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PORTFOLIO MANAGER

The easiest power-up for all Fundinsight tools

No worries, we’re not here to replace your trusty portfolio tools. But taking a
few minutes to create simple lists that match the portfolios and sleeves that
you use for your clients instantly make Fundinsight much more powerful and fast
to use.


MAIN FEATURES

Quickly create simple lists that match the portfolios that you manage
You can now do an exposure check on a client’s portfolio in seconds
Either create individual portfolios, or just mirror the different models you use
across clients
Get creative: portfolios can also be used for watchlists, buy lists, or for
handling multiple lists of portfolios
Create your free advisor account today
Illustrative data
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