Our platform supports a variety of investment products including Asset Management Certificates (AMCs), funds, and model portfolios.

We utilize automated data exchanges for Prices/Net Asset Values (NAVs) and underlying holdings with various product issuers and fund administrations. If we currently do not have an arrangement with your issuer or administrator, we will facilitate setting up the necessary data exchange.

Our solution is fully white-labeled, allowing clients to customize logos, images, fonts, colors, layouts, and more. Additionally, admin users can easily modify pages and PDF factsheet templates at any time using drag-and-drop features. We offer a choice of 30+ fully automated graphs and tables, as well as 20+ statistics options to be displayed, ensuring comprehensive and dynamic data presentation.

Integration can be achieved in several ways: by adding buttons that lead to the platform on a sub-domain, embedding components of the platform directly via iframes, or by incorporating the entire platform as a module on your website.

Clients have the flexibility to host the platform on their own domain or choose another hosting environment according to their preference.

Yes, our pricing is very flexible and depends on the selected features or options. These can be adjusted as needed at any time to suit your evolving requirements.

Finlens utilizes advanced access control features to ensure that only qualified investors, based on type or domicile, can view specific products. This mechanism allows client admin users to comply with regulatory requirements and allows for tailored investor experiences. Additionally, with Finlens the admin users can restrict access to certain content, making it available only behind a login. This content can also be set to require admin approval for added security and control, ensuring that only authorized users can access sensitive information.