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Tailor

Tailor

Tailor Made Financial Portals

Tailor implements an investment database into your website. It then becomes its internal part, fully customized based upon your requirements.

Our clients´ leads use Tailor to search and rank investment programs, create watchlist and multi-manager portfolios with the help of 50+ filters and parameters.

Try it for FREE
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Features

Top Performance Sheets

Being an investment database provider, we deal with different types of fact sheets on a daily basis. We´ve combined this knowledge with our technology, prepared the top fact sheets and made them available as ready-to-use templates.


Your Very Own Reports

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If you don´t choose any template, we´ll be glad to prepare a unique layout and design for your report. Pick which charts, statistics, benchmarks, program data or disclaimers to include, feel free to rename all fields and change their location. You can then seamlessly implement the fact sheet into your website (as HTML or PDF) or send out to your clients.


Fact Sheet Samplesss

quantum

gta

candor

afb

greentrust