Mobirise

Trusted partner for
the investment industry

FINFILES


enables banks, asset managers and institutional funds to integrate,
streamline and publish their data and information across websites,
portals, tools and documents to increase efficiency.

WHO WE WORK FOR


 Finfiles delivers their services and products mainly to 
manufacturers and issuers of investment products

We are proud to count leading asset managers, pension funds
and (private) banks  as our clients.  

PRODUCTS & SERVICES

docLibrary

• Over 3.000 products
• More than 40.000 documents
• In 8 languages
• Purpose built management system
• Human verification process 

docSearch

• Search all documents in docLibrary
• Pre-set queries
• Configure specific universes
• Easy to use
• Full & seamless integration 

docGenerator

• Automated document creation
• Factsheet, KI(I)D, Carbon/ESG reporting et cetera
• Straight Through Processing
•Based on internal data, expand with external data
• Integrated content management system

fundScreener

• Dynamic presentation of fund facts
• Based on any data source
• Integrated CMS
• Dynamic graphs, bar charts
• Search, compare, create PDF snapshot

esgSuite

• ESG and Carbon analysis 
• ESG and Carbon reporting 
• Multi-source
• Calculations 
• Apply specific methodology

Consulting

• More than 10 years experience in fintech
• In-depth knowledge of investment products 
• Research-based consulting 
• Marketing & Communication experience 
• Translating challenges to solutions

LOOKING FORWARD TO MEETING YOU!

Whether you are interested in one or more of our standard products or services, or want to discuss a specific challenge within your organization, we are always happy to meet with you.

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