Registration & Filing

• Global Funds Registration
• Regulatory Filing & Reporting
• Facilities Services

Regulatory Outputs

• Regulatory Data Templates & Calculations
• PRIIPs & UCITS
• SFDR
• TCFD

Distribution Support

• Data Dissemination
• Document Dissemination
• Full Portfolio Holdings Dissemination
• Loopback
• fundinfo.com / etfinfo.com
• Fee & Distribution Channel Management
• MPS Directory

My Data

Marketing & Fund Centres

• Factsheets
• Digital Tools
• Ratings
• Trustnet
• Funds360
• Content Dissemination
• Swiss Climate Scores
• ESG Reporting

Financial Advice Hub

Client Onboarding & Engagement

• Client Portal

Financial Planning

• Cashflow Planning
• Tax Calculators

Investment Research

• Risk Profiling
• Fund Research & Portfolio Analysis

Model Portfolio Service

• Risk-Managed Portfolios
• Tailored Portfolios

Feeds

• Data Feeds
• Document Feeds

Document Production

• Factsheets
• ESG Reporting

Digital

• Digital Solutions

Research & Insights

• FE Analytics & FinXL