Wealthtech platform Allfunds, in partnership with wealth management platform Ardan, has introduced a new portfolio analysis tool.
Allfunds Tech Solutions, the digital arm of Allfunds, will unveil a multi-asset research center for Ardan’s platform, enabling financial advisers to compare information on over 190,000 funds sourced from external market data vendors.
This collaboration marks an extension of the partnership between Allfunds Tech Solutions and Ardan International, focusing on enhancing the capabilities of Ardan’s investment platform. The newly developed multi-asset research center is an evolution of Allfunds’ integrated ecosystem, Allfunds Connect.
The tool provides financial advisers with a comprehensive platform for portfolio analysis, leveraging data from external market data vendors to compare funds. This initiative aligns with Allfunds’ commitment to advancing digital solutions and comes on the heels of the company’s recent authorisation to operate as a third country branch in the UK.
Sarah Dunnage, CEO of Ardan International, commented: “Allfunds Connect is a tool for advisers using our platform to search, analyse and compare mutual funds and ETFs. It simplifies and expedites the process of making the right investment choices for advisers and their clients.”
Juan de Palacios, chief strategy and product officer of Allfunds, added: “The enhanced research and comparison capabilities will provide advisers with unmatched insights and enable them to deliver even greater value to their clients.”
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