Next Level Fund Performance insights for your asset in revolutionary ways 100% automatic
Interactive Cloud-Based Fund Performance Reporting Application for High-Growth Fund Management Firms, providing On-Demand Live Strategic Insights.
Achieve what you once considered impossible
Do you fluctuate with performance reporting?
No More Error
No More Manual Workflow
No More Inconsistent Report
Application Modules
10-in-1 Visualizer for every users
Management Dashboard
Summarize the firm's KPIs including AuM, fund flow, flow as % of AuM, active performance, and its attributes
Deep Dive
Drill down to the fund level to reveal what happened to the KPIs and where they come from
Tabular Analysis
Allow users to review various performance analytics in a consolidated manner using table format
Outliers
Identify the top and bottom outlying funds that contribute the most to AuM change, fund flow, and active performance
Value Range
Analyze the magnitudes, change points and trends of the KPIs
Dynamic Grouping
Create dynamic data tables for AuM, fund flow and active performance in matrix format
Performance Report
Review periodic performance of individual funds on cumulative or a annualized basis
Fund Book
Provide details of each individual fund including AuM change, fund flow, periodic returns, and basic fund profiles
Fund List
Maintain a master fund list that can be filtered to create custom fund list by asset class, front office, investment strategy or portfolio manager
Fund Data
Retrieve time series data of your fund including AuM, fund flow and periodic return in selected currencies
Try it yourself
Interactive Demo
Features
Out-perform all your existing manual systems in every possible way
Full Automation
Friendly User Interface
Microsoft Office Intergration
Diminishing Pricing Plan
Industry-Leading Security
Instant Data Visualisation
Golden Data Source
All-Level Users
Professional Design
Johnny Lam
Beta-user, JLCO
Incremental Discount Pricing
Load More Fund, Pay Less Per Each
Get your free trial
or book a free demo
Try using autoPI yourself, pre-loaded with your real fund data.
We know how you work, what you need and how we can help.
