The FundsFlow platform is remarkably robust, capturing transaction data exceeding $130 billion annually across 10,000 distinct investments. This includes data from managed funds, ETFs, separately managed accounts (SMA), and direct equities. Leveraging 60 months of historical data from the Xplan system, Iress has succeeded in creating a platform that restructures and analyses portfolio transactions thoroughly.
Simon Karaban, Chief Product Officer for Data at Iress, highlighted that the company had identified a significant deficiency in the market. Traditional intelligence solutions have typically depended on outdated and fragmented datasets, leading to a reliance on surveys and anecdotal reports. In response, Iress FundsFlow delivers a holistic representation of the investment management ecosystem, equipping investment product issuers and distributors with timely intelligence about market dynamics.
Through its partnership with Quantium, a top player in data analytics and artificial intelligence, Iress is enhancing FundsFlow's capabilities. This collaboration promises sophisticated analytics and predictive features, ensuring that FundsFlow remains at the cutting edge of market insight technology.
FundsFlow brings a transformative approach to understanding retail wealth flows. With access to comprehensive and precise data, financial product issuers and distributors can effectively navigate market shifts. The platform's capabilities enable businesses to adapt rapidly to competitive dynamics, offering a substantial advantage over traditional, survey-dependent methods that often fall short in accuracy.
As FundsFlow integrates further with the investment community, its impact is expected to grow, potentially redefining market intelligence standards within the sector. By continuously enhancing analytics and predictive models in partnership with Quantium, Iress aims to evolve FundsFlow into a cornerstone tool that not only reports on current trends but also anticipates future shifts, offering unprecedented foresight to investors and fund managers alike.
