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Explore funds and filings

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  • Adviser Essentials
    RIA info
  • Fund Essentials
    mutual fund & ETFs
  • Easy search and filter
  • Limited page views
  • Online help & guides

Advanced

For fund service providers

brokerages, admins, custodians, auditors

$3,000

per month, billed annually

For a team of 5

Buy

Lite, plus
  • Market Intelligence
    on funds and RIAs
  • Market 360
    fund launches, raises, institutional scorecards
  • Adviser 360
    Search and insights on Advisers with full contacts
  • Client 360
    client lists for admins, primes, auditors, marketers
  • Holdings Lens
    funds (NPORT), firms (13F), large trades (13D/G)
  • Trends
    historical filings since 2012
  • Freedom
    from SEC Adviserinfo & EDGAR websites Freedom
  • White-glove support

Enterprise

For hedge fund investors & allocators

Contact Us

Advanced, plus
  • Fund AI
    for hedge fund selection, research, diligence superpowers
  • DocuFund AI
    setup funds directly from documents
  • Fund Shield
    clairvoyant early warnings to act before failure
  • Invest Teams
    collaborate across investment, research, distribution
  • Investor Engage
    digital factsheets, benchmarking, model portfolios
  • Portfolio AI and Factor Toolkit
    self drive, track, benchmark across MFs, ETFs, HFs
  • Invest Core
    to build apps with our foundational data, models & AI insights
  • Concierge support

Better with data from our Partners

For our Advanced & Enterprise plans
Hedge Funds
HFR
WithIntelligence
Mutual Funds + ETFs
FE fundinfo
Radient
Included
EDI
Sustainability (ESG)
Clarity
Regulatory Filings
Radient
Included
Contacts
Apollo

Still have Questions?

Features
Lite
Advanced
Enterprise
Regulatory Features

Advisers Essentials basic Form ADV info for all filers

  • Over 50,000 asset managers, wealth managers, and RIAs

Adviser 360 complete Form ADV for every filer

 

  • All sections of Part 1 and even the Part 2 brochures

  • Private funds with all service providers from Form ADV -7.B.1

Adviser AI for game changing insights

 

  • Search across any Form ADV info- standardized with AI

  • Identify themes and search Part 2 brochures

  • Recommendations to discover managers and prospects

Holdings Lens across filers and filings

 

  • Complete mutual funds and ETFs (Form NPORT)

  • Hedge funds and other firm securities (Form 13F)

  • Large trades (From 13D/G)

  • Single source of holders across mutual funds, ETFs, and hedge funds

Trends complete historical filings since 2012

 

  • Track changes in AUM, employees, executives, and more

Client 360 industry leading fund service providers customer lists

 

  • Prime brokers by hedge fund vehicle

  • Executing brokers with commissions by fund

  • Securities lending by fund with net income

  • Marketers & principal underwriters

  • Accountants & auditors

  • Custodians by fund with net assets

  • Administrators by fund with net assets

Sales AI intelligence to identify & prospect

 

  • Registered investment advisers (RIAs) to market mutual funds, ETFs, hedge funds

  • Hedge fund managers with holdings that meet specific criteria

  • Full contacts from public sources and Apollo.io

Market 360 intelligence with constant surveillance

 

  • New mutual fund and ETF launches (N1-A, N2-A)

  • New hedge fund launches (Form ADV-7.B.1)

  • New separately managed accounts (SMAs) with sub-advisers (Form ADV-7.B.2)

  • Fund raising activity (Form D)

  • Service provider institutional scorecards and trends

CRM Connect seamlessly integrate with major platforms

 
 

  • Hubspot App Marketplace and bespoke API integration

  • Salesforce AppExchange and bespoke API integration

Freedom from SEC Adviserinfo & EDGAR websites Freedom

 

  • Direct links back to Adviserinfo, EDGAR, and other public sources

Fund Intelligence

Fund Essentials basic info on all US mutual funds & ETFs

  • Over 30,000 mutual fund and ETF share classes

Fund 360 across mutual funds, ETFs & hedge funds

 

  • Fund screener with returns and strategy filters

  • Fund research with performance benchmarking

  • Linked to SEC filings across ADV & EDGAR

Fund AI for game changing insights

 

  • Similar funds peer recommendations

  • Identify factors and benchmarks that drive performance

Investor Engage digital factsheets, benchmarking, model portfolios

 
 

  • Create investor materials with benchmarking and comparison

  • Digital factsheets customized with white-label branding

Invest Teams collaborate across the firm and external stakeholders

 
 

  • Collaborate across investment , research & distribution teams

  • Engage external advisers, consultants, investors & other stakeholders

Fund Docs ML unlock info on all funds received

 
 

  • Automatically setup funds directly from investment documents

  • Update fund returns directly from factsheets

  • Connect directly from email received or shared drive (Box, Onedrive, Egnyte)

Fund Shield clairvoyant early warnings to act before failure

 
 

Portfolio AI across MFs, ETFs, HFs

 
 

  • Create allocations and track performance

  • Compare portfolios vs benchmarks

  • Smart optimize with objective criteria and expectations

  • Self driving portfolios that automatically recommend adjustments

Factor Toolkit to test funds and portfolios

 
 

  • Create and manage factor sets across return streams

  • Recommend factors that drive performance

Platform

Invest Core to build apps with our foundational data, models & AI insights

 
 

Excel Connect add-in to work directly from your spreadsheet

 
 

Search and filter

Basic

Advanced

Advanced

Exports

 

100 per month

Unlimited

APIs for all features

 
 

Unlimited

Online help & guides

Support

 

White-glove

Concierge