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Access to market data any where any time
Interactive web based dashboards give you and your teams secure access to all market data and enable you to make data-driven decisions at any where, and any time.
Reliable data source
We use original data from trusted and reliable sources and not via third-party data provider. The data is processed, organized before imported into data warehouse for usage.
50 +
Open Ended Funds
11 +
ETFs
30 +
Market Dashboards
10 +
Functional Dashboards
Interactive Dashboard
Multi devices compatible
The dashboard platform can be used with multi devices live laptop, desktop, mobile or tablet.
Easy to use
The user just simply logging in by using credentials provided after membership registration.
No IT skills required
The dashboard platforms are designed just for ready to use. Just simply logging in and start using.
Web based platform
By using web based platform, there is not neccessary for software installation on your devices.
Ready design for presentation
The dashboard platform is designed just like a presentation slide. You can use as meeting materials anytime.
Instant support
Technical support is available during your usage. Just simply raise a ticket and we will response in soonest.
In-depth insight of Vietnam OEFs and ETFs data and effective monitor fund distribution
The fund managers can quickly update the market performance and detail change with just few click any where, any time. Various market classified dashboards provide in-depth insight for product development, marketing and distribution strategy. Market dashboards comprise of AUM Insight, Investor Insight, Distribution Insight and Portfolio Insight.
Depending on fund manager or distributor purpose and strategy, we provide tailor-made dashboard for monitoring business. You may have marketing dashboard , compliance dashboard, product development dashboard, distribution dashboard, digital distribution dashboard…All tailor-made dashboards can be connected with market database and in-house data to provide comparison between the company’s performance against market move.
As a part of investor relation activities, fund factsheet is report is mandatory item that normally prepared on monthly basis. We provide factsheet dashboard that comprises with updating charts & graph of market data and in-house fund data. So, the company can save a lot of time to prepare the factsheet. Simply copy and paste with charts and graph, it may take just an hour to finish the report by input fund’s commentary only.
Building a distribution management system from scratch may cost the company hundred thousand dollars and a year or more. Our distribution monitor dashboards comprises of distribution central management dashboard, sub-branch dashboard and advisor dashboard provide consistency and compliance content across distribution channel. Distribution performance can be easily monitored and compared with market and other peers performance to adjust KPIs and/or distribution strategy.
