Fundscreener gives financial advisors the tools to filter, analyze, compare, and monitor 75,000+ funds and ETFs — all in one place.
Filter 75,000+ funds by performance, risk, sector exposure, ESG ratings, and dozens more criteria. Find exactly what your clients need.
Dive deep into fund structures, performance attribution, and risk metrics. Understand every fund before recommending it.
Compare up to 5 funds simultaneously on performance, fees, risk, and allocation. Export the comparison as a compliance-ready PDF.
Build model portfolios, track real-time valuations, and get performance alerts. Stay on top of every client allocation.
Automated fund summaries, portfolio optimization suggestions, and OCR-powered document import.
Use powerful filters to narrow 75,000+ funds down to a shortlist that matches your client’s profile and risk appetite.
Place funds side by side. Analyze performance, fees, risk, and allocation across multiple timeframes.
Export compliance-ready PDF reports and build model portfolios. Share with clients and track performance over time.
Our partner network includes top-tier management companies distributing in France.