Morningstar Publishing System (MPS) allows you to manage your bespoke investment publications. With the MPS admin interface production runs can be started, reports can be previewed before final sign-off and the data used in the publications can be updated. To learn more about the Morningstar Publishing System please contact your local Morningstar office.
For data providers such as fund groups, the distribution of data is perhaps one of the greatest challenges. Equally, for data consumers, such as Platforms, IFAs, Brokers and more, access to this data is critical. FundsLibrary can provide detailed holdings data and full look-through capability for portfolios.
Fundipedia can also be connected to most third-party financial services through APIs and the Fundipedia Team is experienced at complex API integrations with third-party services, if you need your fund data to go to a third-party we don't currently list, please contact us on +44 (0)845 867 2845, as we can help you integrate your fund data with almost any third-party financial service.
Fundipedia integrates with Amazon Web Services (AWS) and Microsoft® Azure for the publishing of data in various formats at a schedule you dictate.
Fundipedia integrates with SFTP right out of the box, allowing you to publish data in various formats such as Microsoft® Excel (.XLSX files) and CSV to the SFTP platform of your choice on a schedule you dictate.
All data within Fundipedia is exportable to Microsoft® Excel (.XLSX files), the universally accepted standard in the asset management industry for the reporting of information. Microsoft® Excel reports can be generated on demand using Fundipedia's dynamic reporting tool. Once saved, the report to generate the spreadsheet can be re-run as often as you wish, and even configured to run on a schedule to send the spreadsheet via email, SFTP or AWS/Microsoft® Azure.
We're always ready to answer any of your questions. Contact us and one of our specialists will talk you through how Fundipedia can help you gain control of your fund data.
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