Singapore Retail Investors
Fondcenter is one of the leading fund platforms in Europe. We bring more than 240 sales partners, mainly banks and insurance companies in Switzerland, Europe and Asia, together with more than 335 fund providers. The Fondcenter universe has over 50,000 investment funds and share classes to choose from. Our innovative, user-friendly FundNavigator will help you analyze and select funds, while making it easy for you and your clients to create fund publications.
- We connect fund providers and sales partners with a single contract. This cuts down on legal risk, simplifies the work needed and reduces administration costs.
- It allows us to increase the efficiency of management and maintenance of all cooperation and sales agreements for various distribution channels.
- Your Fondcenter client advisor coordinates all the interfaces between the fund providers, UBS and the sales partners.
- You’ll benefit from automated, well-structured processes, and can focus on your core business.
- You’ll increase your profitability and be able to convert fixed costs into variable costs.
- We put our resources, know-how and experience at your disposal.
- You’ll have a personal, local contact person who knows you, your needs and your goals.
- Three dedicated teams will respond to your inquiries and make sure that you receive the support you need from start to finish.
- Our specialists continuously manage our legal relationships with all fund providers and sales partners, guaranteeing smooth administrative and operational processes.
- Colleagues from every UBS division are integrated into our support team. This way we can offer you every type of service related to the fund business as well as other solutions from other areas.
- We listen to you and develop our offerings in consultative dialogue with you.
- We observe and analyze emerging trends and are deeply involved in the industry. For example, we supported the openfunds initiative from the very beginning, and are now actively involved in its implementation.
- We are continuously developing our service offering and our web applications, with the help of external service providers.
- We monitor all regulatory developments attentively, and will support you in the implementation of new requirements.
FundNavigator: Inform and analyse
FundNavigator is an intuitive and powerful web application for information about and analysis of investment funds:
- Plenty of quantitative data and analyses
- Static and dynamic information, such as prices, structures, performance, etc.
- Powerful fund search
- Fund comparisons and analysis
- Market Monitor
- Risk tools
- Documents for customer consulting
- Modular design
- Custom functionalities
Services for fund providers
- A proven, reliable partner for investment fund-related sales services
- Access to a growing sales network with numerous distribution channels and partners
- ProviderNavigator, the web-based application for professional relationship management
- Transparent reports on the positions of the distribution channels
- Overview of all sales actions to help your sales team
ProviderNavigator is the user-friendly, web-based CRM application with e-banking security for fund providers:
- Information on contacts and their responsibilities
- Status for allocation of sales fees and fund data
- Status and performance of fund positions and fund flows with data from October 2006 or the contract start date
- Largest fund positions
- Breakdown by region
- Breakdown by asset class and distribution channel
- Overview of Fondcenter distribution partners
- Status of the Operational Fund Data Template
Let us show you how to simplify your fund distribution process