Web platform
EDI Finance Platform
Solid, precise historical data for decisions you can stand behind.
Find the funds you need, track every portfolio, and walk into the committee backed by historical series and a range of indicators. All exportable to Excel.
When one banker builds factsheets by hand and two allocators quote different numbers, the client notices.
Is every banker still building each client's factsheet from scratch?
Pulling NAV history, old spreadsheets and stale PDFs together by hand eats 3 hours a banker. Platform hands over the exports and templates that assemble factsheets by product/contract.
How do I compare funds fast and get the same answer every time?
Filter on fund class, return, vol, drawdown and management fee, and Platform spins up rankings and peer comps in seconds.
Can I ship a platform that wears my own brand?
Your clients want to check portfolio, performance and benchmarks without waiting on an email. Integrations available on request power tailored portal builds, scoped hand in hand with the technical team.
Does every banker get the recommended list on the very same day?
Recommended portfolio, ratings and strategist notes: Platform lets you update reports and recommended lists and push them across the team.
Will my fund database hold up under internal analysis and portfolio reviews?
Adjusted NAV, fund class, performance fee, lock-up: EDI Finance provides a traceable history, its sources documented and ready for internal review.
This is no fixed bundle: the stack forms around whichever bottleneck is burning right now. Most clients open with Platform + Reports, then bolt on APIs for custom projects as their end-client platform matures.
Monthly factsheets, fund comparisons and client-meeting decks, delivered as PDFs by product/contract.
Fund comparator, rankings, ratings and recommended portfolio, shared by the entire allocation team.
Portfolio, performance and ranking from EDI Finance, served inside your own portal and wearing your brand.
Book a call and build out the right EDI Finance stack with our team, tuned for allocation, relationships and the end client.
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