Fund Data Mining

Our specialized historical fund databases, which we've been maintaining since 1994, answer questions others can't.  Our full-text search tools find data needed to answer our client's most  difficult questions.

 

Reports

Focus on your business, we'll handle the creation of your complex analytics and reports.  Through custom automation, our clients always have the latest up-to-date data available.

Operations Data

From Transfer Agent fees to Board expenses, we collect and analyze it all.  Get answers from a former CCO who has been working with financial data for 20 years. 

XBRL NEW

We've built a database from all mutual fund XBRL data (we believe a first).  Check out our site MF XBRL

15-C APP

Peer group effective advisory fees at subject fund assets, and more.

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