FUND EXPLORER
AN INVESTMENT INFORMATION VISUALISATION SERVICE
MAKING SENSE OF FINANCIAL DATA - ANYTIME, ANYWHERE, ANY DEVICE
FUND EXPLORER
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MAKING SENSE OF FINANCIAL DATA
A NEW HORIZON FOR
INVESTMENT EXPLORATION
FUND EXPLORER
| | MAKING
MAKINGSENSE
SENSEOF
OFFINANCIAL
FINANCIALDATA
DATA
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SEP 2015
WHAT IS FUND EXPLORER?
Fund Explorer is an investment information
visualisation service. Working alongside global
financial services brands, we empower investors
with a new level of knowledge and understanding.
INTELLIGENT INVESTMENT INFORMATION
Fund Explorer sets a new benchmark in
the delivery of investment information. The
digital successor the fund factsheet.
BETTER INFORMED FINANCIAL DECISIONS
Fund Explorer empowers customers with a
new level of knowledge and understanding.
ANYWHERE, ANYTIME, ANY DEVICE
Fund Explorer is an on-demand service that
delivers a unique customer experience across
web, mobile and touch-enabled devices.
BROWSER LIKE EXPERIENCE
By opening multiple fund tabs, customers
can explore and compare up to three funds
at the same time.
RICH DATA STORYTELLING
Fund Explorer provides a visually rich
and interactive environment, encouraging
customers to peel back layers of information.
CONTEXT BRINGS UNDERSTANDING
Fund Explorer provides valuable insights
into what’s driving performance or fund
management decisions.
FUND EXPLORER
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MAKING SENSE OF FINANCIAL DATA
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SEP 2015
PROFILE
The profile page is an information rich, easy to
consume dashboard of information that adapts itself
to each fund type and can be tailored to meet your
own requirements.
PERFORMANCE
The performance view provides a comprehensive
suite of performance information, an intuitive user
interface and pixel perfect graphs and tables.
COMPARE
Fund Explorer features a browser-like experience.
By opening multiple fund tabs, customers can
explore and compare up to three funds at the same
time.
FUND EXPLORER
|
MAKING SENSE OF FINANCIAL DATA
Fund Explorer’s commentary view enables a fund
manager to engage directly with investors and
provide valuable insights about what’s driving
performance.
RISK & RETURN
CONTROL PANEL
The control panel puts you in control, streamlines
admin, reduces human error and lowers operational
costs. In addition, Fund Explorer’s analytics tool
records how customers interact with funds.
COMMENTARY
FUND EXPLORER
MULTIPLE VIEWS
REPORTING
Fund Explorer dynamically creates and manages
fund reports, which are populated with the most
up to date information and can be generated and
downloaded at the click of a button.
Fund Explorer displays the risk and reward profile
and also brings the concept of volatility to life in a
new way, by displaying the performance high/low
points over a given period of time.
BREAKDOWN
Fund Explorer provides a stunning visualisation of a
fund’s global footprint and other structural elements
such as sectors, sub-sectors and holdings.
CUSTOMER BENEFITS
BUSINESS BENEFITS
Customers that use Fund Explorer include
private investors, financial advisers and
institutional investors.
Fund Explorer is aimed at investment platforms,
fund groups, wealth managers, life and pension
providers and retail banks.
REAL-TIME INFORMATION
When a customer accesses Fund Explorer
they are always presented with the most up
to date investment information available.
KNOWLEDGE AND UNDERSTANDING
By making connections between data points
and uncovering new insights, investors are able
to make better informed financial decisions.
IMMERSIVE EXPERIENCE
An investment fund has traditionally been an
intangible product. Fund Explorer lets a user
touch and feel a financial product for the
first time.
FUND EXPLORER
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MAKING SENSE OF FINANCIAL DATA
MULTI-PURPOSE
Fund Explorer is a versatile and powerful
tool that can support a variety of business
areas including sales, marketing, customer
service and compliance.
REGULATORY COMPLIANCE
Financial services firms must provide clear,
fair and not misleading information to
customers. Fund Explorer helps companies
far exceed this regulatory requirement.
BUSINESS EFFICIENCY
As an automated digital service, Fund
Explorer removes manual processes
to deliver operational efficiencies and
reduced operational risk.
AMID TECHNOLOGY
Instinct’s proprietary AMID Technology is a
data processing and information delivery
service. AMID is the engine that powers
Fund Explorer.
AGGREGATE
MANIPULATE
ILLUSTRATE
DISSEMINATE
DATA AGNOSTIC SERVICE
INTELLIGENT DATA MANAGEMENT
ON-DEMAND INTERFACE ENGINEERING
MULTI-CHANNEL DELIVERY
AMID effortlessly aggregates
data – across multiple sources,
territories and formats.
AMID uses intelligent logic to
organise data - opening up
endless information possibilities.
AMID adapts the interface for each
data stream - turning data into
interactive information.
AMID dynamically adapts itself to
the user’s entry point – anywhere,
anytime, any device.
FUND EXPLORER
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MAKING SENSE OF FINANCIAL DATA
ENTERPRISE GRADE PLATFORM
Fund Explorer is an enterprise grade platform,
providing world class security, scalability,
performance and control.
NO SINGLE POINT OF FAILURE
GLOBAL SCALE
WHITE LABEL
Fund Explorer’s infrastructure is built using
an ‘Active/Active’ design, enabling high
availability and no single point of failure.
Fund Explorer has been built with
scalability in mind, designed to expand
across global locations.
Fund Explorer can be white labelled to
integrate seamlessly into your business.
CLOUD
ADAPTIVE
Fund Explorer is the most adaptable
financial application in the market. It’s
designed to take any shape or form across
multiple devices and screen resolutions,
whilst delivering a global user experience.
STRAIGHTFORWARD DEPLOYMENT
Whether you need a desktop application,
a browser based responsive solution or a
mobile/tablet app, Fund Explorer can meet
your needs.
Fund Explorer offers both a hybrid and
private cloud option, to meet today’s
business and data security needs.
SECURITY
Fund Explorer utilises industry leading
software and technology solutions to
proactively manage and tackle today’s
cyber threats and vulnerabilities.
FUND EXPLORER
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MAKING SENSE OF FINANCIAL DATA
ACCESS
Fund Explorer is available on multiple
browsers, including Internet Explorer (IE8
and above), Chrome, Safari and Firefox.
DATA FROM ANYWHERE
Fund Explorer allows anyone from
customers, partners and third party service
providers to deliver data from any source or
location directly into Fund Explorer.
AMID SOLUTIONS
Instinct’s AMID Technology powers three
cloud-based solutions; Fund Explorer,
Portfolio Explorer and
Enterprise Explorer
FUND EXPLORER
PORTFOLIO EXPLORER
Fund Explorer is our entry-level SaaS
offering. It will completely transform
the way you communicate product
information to private investors, financial
professionals and institutional investors.
Portfolio Explorer takes Fund Explorer to
the next level. It delivers all the benefits of
Fund Explorer but in addition enables you
to communicate fund portfolio information
in the same interactive and engaging way.
Not only is Fund Explorer a fund
information visualisation service, it is also
an on-demand fund reporting engine and
a fund data consolidation service. It is a
centralised information delivery service
that lets you control how your products are
packaged and how customers can access
information about them.
Portfolio Explorer can accommodate static
portfolios, for organisations that offer
pre-defined or managed portfolio services
to their customers. Portfolio Explorer can
also support companies that want to make
an on-demand portfolio building service
available to customers.
FUND EXPLORER
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MAKING SENSE OF FINANCIAL DATA
ENTERPRISE EXPLORER
AMID Enterprise builds upon the
capabilities of Fund Explorer and Portfolio
Explorer, by enabling you to create
a personalised experience for every
customer, through the integration of live
customer data.
The customer data integration option is
only available with an AMID Enterprise
licence, which features the added security
of private cloud storage.
ABOUT INSTINCT
Instinct Studios is a new type of FinTech
Company. We create smarter customer
experiences to simplify the world of financial
services across web, mobile and touch-enabled
devices. By making processes effortless and
complex data meaningful, we help customers
make clear and informed financial decisions.
We blend design, technology and user
experience expertise with a deep
understanding of financial services to help
organisations create the best digital experience
for their customers.
Instinct supports a growing number of global
financial services companies including Allianz,
AXA, Old Mutual and Columbia Threadneedle.
CONTACT
ROBERT FILLMORE
HEAD OF SALES
EMAIL
ROBERT.FILLMORE@INSTINCTSTUDIOS.COM
TELEPHONE
0207 289 4888 / 07713 741745
ADDRESS
30 BRISTOL GARDENS
LONDON - W9 2JQ
FEBRUARY 2015