Company Profile
Allfunds is a B2B WealthTech company that connects fund houses and distributors in the United Kingdom and globally. Its business is organized into two segments, Net Platform, and Net Subscription and Revenues.
The company offers Connect, an Allfunds professional workstation. Its portfolio also includes Nextportfolio, a portfolio management system, and end-investor platform for wealth management needs of asset managers, banks, wealth managers, and insurance companies
ESG solutions, such as ESG scoring, reporting, portfolio advisory and construction, audit and certification, analysis, investment proposal generator, reporting generator, and monitoring.
Its portfolio also includes model portfolio advisory, bespoke reporting, private assets, audit and certification, fund selection, and regulatory implementation services, and Sustainability Navigator, a tool for constructing sustainable investment portfolios in line with SFDR regulation.
Additionally, it offers regulatory reporting corner, a specialized platform to provide fund registration, regulatory reporting, and distribution, as well as generate fund regulatory reporting
Investment solutions for Distributors and Fund Houses, including Management Company (ManCo) white label services in connection with the creation and distribution of UCITs funds.
Its portfolio also includes White Label Fund Hosting Platform that provides supports mutual funds and ETFs, Allfunds Navigator which provides market insights and identify opportunities, and Allfunds Blockchain solutions. The company serves private bank, insurance, asset management, bank, custodian, and customers. Founded in 2000, the company is based in London, the United Kingdom.