CASE STUDY · PRESALES PLATFORM
FundDesk
A closed B2B platform for selling investment funds: bank advisers find every figure, tool and piece of content in one place – and asset managers reach them in a measurable way.
The project
Everything it takes to present an investment fund – in one place, on the adviser's desk.
Connecting asset managers and banks
Whether an investment fund sells comes down to the bank adviser, who has to present it to the client with confidence. FundDesk gives advisers a closed platform for professionals only, where asset managers regularly share their fund data and content with distributors.
WEBAPIX has developed the platform since its launch in 2021 – from the fund database and calculators to the content and analytics system.
FundDesk in numbers
According to FundDesk's own figures.
40%
of premium and private bankers use it
6,000
investment funds viewed every month
20%
of Hungarian asset managers share content on it
Two audiences, one platform
For advisers
Searchable fund data, comparisons, portfolio and fund calculators, product lists and client-ready PDFs – in a personal workspace that cuts the time it takes to prepare for a client meeting.
For asset managers
A direct channel to every bank distribution segment: share news, analysis, interviews and videos, and see exactly who finds what useful.
A fund's journey through the platform
From incoming data to a PDF in the client's inbox – and back to the asset manager.
Data arrives automatically
Daily fund data and prices load without manual work, together with exchange rates.
Metrics are recalculated
1-, 3-, 5- and 10-year returns, Sharpe and Calmar ratios, volatility and drawdown – for every fund, every day.
The adviser searches and compares
Dozens of filters and sort options: risk rating, ESG, fees, category, region, currency.
A PDF goes to the client
The fund factsheet, a comparison or a portfolio – sent as a PDF by email in one click.
The asset manager gets feedback
They see how many advisers viewed their funds and content, with exportable reports.
Tools for everyday work
Fund search
Dozens of filters and sort options by return, risk and fee metrics.
Comparison
Several funds side by side in one view, ready to send as a PDF.
Portfolio and fund calculators
Model portfolios and investment scenarios for client meetings.
Product lists
Downloadable lists and documents on the funds on offer.
Expert content
News, market analysis, interviews, videos, infographics and presentations, recommended personally.
Newsletter and push
Key content reaches advisers by email and push notification too.
Security and automation
Accurate data, closed access, no manual work.
Automatic data loading
Fund data, prices and exchange rates on a schedule, from several sources.
Metric recalculation
Return and risk metrics refresh automatically whenever new data arrives.
Analytics and exports
Visit, newsletter and push statistics by fund, by content item and by portfolio.
Two-step login
A closed system, open to professional users only.
Segment-level permissions
Every distribution segment sees what is meant for it.
Access log
Traceable access and usage.
WEBAPIX · CUSTOM DEVELOPMENT
Planning a closed professional platform or a data-driven system?
Data loading, calculations, permissions and measurable content sharing – we help you design and build it.