Asset management apps
Institutional-grade impact
Transform complex market analysis into compelling investment narratives help firms differentiate, scale, and build lasting trust. From research to reporting, every app is built to connect insights with action—fast, compliantly, and on brand.
Bring investment narratives to life
Leverage compliance-approved, deterministic AI that bring research to life. Turn complex macro and market analysis into clear, actionable investment stories that resonate with institutional buyers.
From strategy to market––at speed
Bring new models, campaigns, and investment content to life in weeks with Communify’s Component Tech and pre-integrated market data. Capitalize on structural market shifts—like growing ETF adoption—by communicating professional strategies directly to investors without rebuilding your infrastructure.
Dynamic, engaging content at scale
Transform complex research into interactive, client-ready experiences that show how current market forces shape your strategies. From fund stories to macroeconomic updates, deliver branded, compliant, and educational content that deepens trust and drives long-term growth.
MacroScoreTM
Access insights from the global leader in macro-intelligence
Insights powered by Economist Intelligence gives users a deeper understanding of the forces shaping individual portfolios and supports the research and discovery of larger market opportunities.
Precise apps to develop and deliver strategies with exceptional visuals, speed, and impact.
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- Investment Research 12+ apps
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
- Portfolio Management 9+ apps
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
- Data Management 3+ apps
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
- Distribution Management 4+ apps
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
- Client Reporting 5+ apps
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
- Sustainability & Stewardship 4+ apps
Add essential apps to see a 360° view of your book—combining client data, relevant market insights, and relationship signals to drive meaningful outreach and stronger connections.
- Investment Research 12+ apps
