Portfolio Research and Distribution
Welcome to Fund Universe, where innovation meets experience in the realm of investment solutions. With over 30 years of industry expertise, we pride ourselves on being a premier investment fund service platform, offering comprehensive coverage of all asset and investment classes. Our clients, ranging from institutional investors and Discretionary Fund Managers (DFMs) to advisory firms and asset managers, trust us for our independence and the wealth of knowledge we bring to the table.
Our Service
The new standard in creating, managing and analysing Portfolios
At Fund Universe, we prioritise technological innovation to enhance user experience and efficiency of work. Accessible across multiple platforms and devices, connected via open API standards and 256-bit encrypted secure database access protecting your sensitive strategic information.
Simplified Reporting
Update values and fund weighting data to stay ahead of market dynamics and quickly update customers and channels on performance.
Supporting Compliance
Ensure strict adherence to MiFID regulations on investment reporting by the advisory firms distributing your funds or portfolios.
Secure Document Management
Create personalised template reports for Funds and Portfolios and effortlessly publish KIDD, KYC, and Key Facts documents.
Know Your Customer
Unlocking New Avenues for Growth
By leveraging our integration, Fund Management firms and DFMs gain access to a wealth of information about the origins of potential business. This unique insight empowers them to tailor their investment strategies, explore untapped markets, and stay ahead of industry trends.
Benefits of Fund Universe
Why chose Fund Universe?
- Independence: We are not tied to any specific financial institution. Our job is to distribution access to fund information, simply and cost effectively.
- Expertise: FundU team boasts decades of experience, allowing us to navigate the complex world of investment reporting and distribution with confidence and precision.
- Diverse Offerings: From traditional asset classes to cutting-edge investment opportunities, FundU covers it all to meet the evolving needs of Asset Managers, Fund Managers, DFM and specialist Advisers.
What Our Customers Say
Sarah Thompson, Investment Advisor
Fund Universe has been a game-changer for our advisory firm. The Research Hub is an invaluable resource, allowing us to filter and analyze performance data from a vast array of funds. This has significantly enhanced our ability to create well-informed investment strategies.
Mark Stevens, Asset Manager
Fund Universe has revolutionized the way we manage portfolios. Advanced compliance reporting features have not only saved us time but also contributed to a more streamlined operational process. Fund Universe is a comprehensive platform that understands the unique needs of asset managers.
Jennifer Rodriguez, CEO of Financial Solutions Ltd
As the CEO of a financial solutions company, I can confidently say that Fund Universe has been a strategic partner in our journey. The Small Business Subscription fits perfectly with our needs, offering a manageable number of portfolios and administrative users.
Reliable Partner
Strategic Integration for Optimised Distribution
Secure APIs integrating platforms like Moventum and Novia Global allow for optimised fund distribution to Advisory firms using Trove. Client locations and regulatory required data are matched with jurisdiction availability giving a deeper understanding of Client dynamics and providing a simplified sales distribution process.
Latest News
A Vision for 2024 – Message from CEO
Published on January 12, 2024, by Fund Universe Insights Dear valued partners and clients, I am thrilled to announce the official launch of Fund Universe in January 2024! As the Co-Founder and CEO of Fund Universe, I want to express my gratitude for your unwavering...
Announcing the Launch of FundUniverse – A Game Changer in Portfolio management and distribution
In a groundbreaking move that is set to redefine the landscape of investment fund services, Fund Universe has officially launched its comprehensive platform today. With over 30 years of industry expertise and a relentless commitment to excellence, Fund Universe aims...
V1.02.001 Patch
We are excited to announce the release of our latest system patch, aimed at enhancing your experience on our platform. Our engineering team has been hard at work to bring you these improvements, and we believe they will contribute to a smoother and more efficient user...
Support
We are 24/7 available
FundUniverse is online 24×7. Hosted on secure cloud servers within the Azure UK & US data centres and supported by UK based server engineers and software technicians so help is on hand via chat or though the support desk.
