Most fund centres deliver the same experience to all audiences; there’s some filtering to reflect share classes, performance and localisation – but whether you’re an investor, adviser, portfolio manager (or an AI agent) you’re presented with the same experience.
That makes no sense and simply reflects the ‘monolithic’ approach that has been used to build fund centres.
- Investor types – having the freedom to design a complete experience for each investor type and journey. For example a financial adviser may want to subscribe to price/portfolio/performance updates, commentary that’s ready for sharing with clients and integration with their preferred admin platform. An end investor may be looking for more explanation around the fund, the market outlook and performance clarity.
- Digital factsheets – on the journey towards the death of PDFs in the investment industry, taking a digital first approach to providing investors and advisers with relevant information that remains compliant with regulatory rules.
- AI agents – as natural search evolves into agentic search so there is a need to ensure data and content is structured for LLMs to consume and use the information within their chatbots. And for humans to have access to chatbot functionality on-site – the evolution of fund centre filters and searches into chat-led discovery of funds, comentary, performance and insights.
FundCommerce is built for humans and AI in equal measure.