FundCommerce: Fund Centre
Dive into the powerful and dynamic features that make FundCommerce the solution for investment managers
fundcommerce Intro
It’s time for a better fund centre
We have years of experience both in-house with investment firms and consulting so we know what needs fixing. FundCommerce is the open solution for firms and clients.
Here’s how it works.
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Single source of truth
We provide the front end to integrate with your data source(s) ensuring there is one version of data & information for all your audiences.
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Personalised experiences
We provide genuinely different experiences for each channel and audience. With endless possibilities for front end experiences and functionality – because it’s not hard.
3
Cost effective solutions
We believe in using your marketing budgets for actual marketing so our solutions are transparently cost effective. Fund centres don’t have to be expensive.
Spend less, get more.
Our fund centre product reflects the modern reality that you most likely have your own data so it focuses on the front end experience for your investors. It’s built using MACH principles for scale, speed and personalisation. And that makes it perfect for embedding AI to power chatbots, agenctic search and beyond.
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Funds & shareclasses
The bedrock of a fund centre; showcasing funds and shareclasses with performance, price, managers, commentaries, digital factsheets and more. Responsive and
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Seamless integration
Forget your fund centre being embedded and disconnected from your content in your CMS. FundCommerce is built to run natively in Sitecore, AEM, WordPress and any CMS you’re using.
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Data connections
Your data is either in a single data store or spread across multiple sources. That’s OK – we can connect and unify your data to power your fund centre and any other interface.
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Personalised
When users/investors select their audience experience on your website they expect personalisation. We deliver a personalised interface for each user type.
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QA built-in
Making sure your data is right isn’t just for investors; the regulator expects it by default. We monitor your data daily to ensure it’s up to date and variances flagged.
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Customised
We reflect your brand, your UI and the interfaces you need from websites to portals and intranets. It’s the beauty of a headless architecture – one data model for multiple front ends.
AI should be a given
Users and investors should be able to interact with your fund centre using navigation, search or chat. As a minimum. FundCommerce is built to work with AI gents and humans.
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Chatbots
By training your model on the fund centre content and data, users can interact with your fund information. Within safe guardrails.
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Agentic search
By controlling what information you make available, the LLMs can gather the right information to fuel chats on their platforms.
Industry specialists
FundCommerce is built by people who have built websites and fund centres, managed daily operations and delivered to clients for years.
AI native
FundCommerce doesn’t have AI bolted on as a recent afterthought. It’s architected to work for LLMs and chatbots.
Transparent pricing
FundCommerce takes a B2B ecommerce approach to building product – using standard and modern tech.
Ready now
FundCommerce is ready to repalce your legacy fund centre and improve your client experience / reduce your oveheads.
Interested? Talk to us with no committment.
There is a better way to build and run fund centres.