Welcome

In a world where investors are calling for wealth managers to do more due diligence, the need to have a solid research and knowledge management platform is paramount. The Fundwizard Pro online platform has been created for professional investors who require a complete solution to manage all their fund research and due diligence needs.

Analytics. The platform is integral to all parts of the investment process: Advance search techniques using both qualitative and quantitative parameters, fund analytics including charts and a wealth of statistical performance measures, portfolio allocation and simulations, risk management and monitoring.

Knowledge Management. Along with a wealth of powerful quantitative techniques, Fundwizard Pro is

an online tool for organising, documenting and recording the entire research process. With increasing demands for more disclosure and accountability, investment professionals can now easily provide a documented trail of their investment abilities, hard work and diligence.

Clients. With the view to facilitating interaction with clients, Fundwizard Pro has a fully integrated client database manager. Each client's details can be linked to funds or portfolios for quick and easy reference. As an online tool Fundwizard Pro can also be made available to clients directly (with restricted access).

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Web Application

No Hardware or software requirements
No installation costs
No disk space required
Powerful computational capacity
Centralised maintenance and support
Automatic version updates
Secure off-site storage and backup
Multi-user, multi-location collaboration

Databases

Fundwizard Pro allows full control over your own data. Either enter your own data manually or choose an external data provider. We work with several providers to bring you automatic and seamless updates for hedge funds, mutual funds and ETF's. Import, export or copy data in the format of your choice.

About FWZ Group

The Fundwizard Group, owned by AW Solutions Sarl, is a Geneva based company specialising in investment advisory and web based analytical tools. The company is made up of a team of investment professionals and programmers with a keen eye on the future of investment and wealth management. more...

Demonstration

If you would like a full demonstration we can visit your offices or alternatively we can arrange an online presentation at your convenience.
For further information or to arrange a meeting date, please contact us by phone or email.

Customise the look & feel

As a client you have an option to customise our software. We can integrate your current branding elements into the platform to make Fundwizard Pro look and feel like fully customised software that belongs to you. Our in house design team will be more than happy to discuss your needs.