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Online Tools
While access to a wide range of funds is imperative for the adviser, a large fund range can possibly be counter-productive if there are no tools available to assist in fund selection.
On iFAST platform, we provide several resources and tools to counter this much welcomed "problem" of having "too many" funds.
Apart from the research support that we provide, advisers will also have access to an intuitive online Fund Selector to help narrow down a select list of funds for analysis and comparison.
With filters such as "Fund Type", "Fund Category", "Class" etc, advisers can zoom in on specific funds with ease.
After filtering for only the specific funds to focus on, the list would display important details that the advisers can then zoom into for better comparison. The details shown include daily-updated fund returns, investment criteria and Sharpe Ratio.
From the Fund Selector, advisers can further choose to chart selected funds to make a graphical comparison which they can then present to their clients.
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