AssetQ puts essential fund information at your finger tips enabling consistent, repeatable fund analysis on every fund.
AssetQ gives you all the information needed to form your opinion, record your assessment and maintain an audit record of your due diligence – ease your funds research.
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Why Fidelity FundsNetwork
use AssetQ
Why Choose Us?
Improved operational efficiencies
AssetQ relieves the issues of waiting for your bespoke questionnaires to be completed by maintaining the most comprehensive repository of fund data; a repository defined by leading institutional and wealth managers.
Unrivalled access to ALL fund providers
AssetQ is independent and fully supported by the fund provider industry. Designed to improve transparency and understanding on collective investment products.
Better policing of your investment universe
automatically be alerted to important changes in funds that may affect your risk view and client suitability.
Better manage ongoing suitability checks on client legacy investments with AssetQ
be proactive to client suitability issues, by being alerted to fund changes, which present risk to you and your clients.
Improve suitability processes
strengthen your current due diligence and suitability management processes with the industry leader, AssetQ – a system designed for audited, consistent and repeatable fund due diligence and suitability checks.
Consistent and thorough
due diligence data presented in a consistent format necessary for comparative analysis, negating the need to scan through disparate fund provider documents.