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Asset management apps
Institutional-grade impact

Asset management apps

Institutional-grade impact

Intelligent research that powers thinking and product development for growth @ Scale

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

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.

Intelligent research that powers thinking and product development for growth @ Scale

Precise apps to develop and deliver strategies with exceptional visuals, speed, and impact.

    • Intelligent Marketing 7 Apps

      Intelligent Website • Intelligent Screener • Intelligent Research • Research Podcast • Education • Alerts

    • Intelligent Distribution 8 Apps

      Model Marketplace • Intelligent Dialogues • Proposal Generation • Hypothetical Performance • Fund Story • Strategy Story • Document Management • Fact Sheets

    • Investment Research 11 Apps

      Market Data • Natural Language Screener • Investment Screener • Macro Screener • Micro Screener • Natural Capital Knowledge Base • Sustainability Knowledge Base • Investment Comparison • Industry News • Watchlists • Market Research Management

    • Portfolio Management 7 Apps

      Model Construction • Model Optimization • Model Management • Advanced Charting • Exposure Management • Performance Management • Model Story

    • Investor Dashboard 5 Apps

      Investor Portal • Investor Mobile App • Investor Reporting • Advisor Reporting • Data Activity Alerts

    • 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.

Whether you are just starting your journey or well on your way, Communify is the innovation partner to take you to the next level.

Communify is the global leader in unified market and client data, powering 85% of North American online brokerage platforms and processing over 4,000 data feeds daily. That means we take care of the heavy lifting—and as a front-runner in efficient and compliant AI development, we ensure precise, accurate innovation every step of the way.
Whether you’re winning new mandates, growing assets under management or differentiating your investment strategies, Communify transforms your research expertise into compelling content that drives institutional sales.
Let’s discuss what we can build for you.

Go beyond…

Communify Advised Client Apps

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