/Fund portal production
Fund portal production2019-03-29T09:15:08+00:00
Tailor Financial Portals

Fund Portal Production

  • Tailor implements a secure fund portal into your website. It then becomes its internal part, fully customized based upon your requirements.
  • Our clients´ leads use fund portals to search and rank investment programs, create watchlist and multi-manager portfolios with the help of 50+ filters and parameters.
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Analytical Tools

Our fund center makes investing easy. There is a great number of tools which make a proper in-depth analysis very straightforward. Investors benefit from 50+ quantitative and 30+ qualitative fact files for each program, so they can analyze performance, risk and investment styles for individual programs as well as understand total portfolio risk characteristics.

Custom Tools

Benchmark or peer to peer studies are also available. Investors can create custom rankings or build robust multi-manager portfolios. All reports can also be stored as pdf files.

Data Visualisation

Using our technology investors get a full understanding of the drivers of performance and risk of a particular program or an entire portfolio. They can visualize data in a user friendly way very quickly, which helps them to make better and more informed investment decisions.

Full Customization

Matching your Company Design

We use your existing website design (creating an HTML template), adjust our investment database accordingly and implement it seamlessly into your webpage. Nobody recognizes there is an external fund center running on your website.

Your Very Own Database

Feel free to demand any changes to the application layout. We´ve developed our platform in such a way there is no problem for us to remove, add, replace or rename any fields or even calculate statistics using different methods – everything can be fully adjusted based on your needs.

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CTA DatabaseConnecting Managers with Investors

Our managed futures database is a platform which connects managed futures fund managers with investors and provides underlaying data for informed investment decision and ongoing performance monitoring.

CTA database is where fund managers and investors meet. Try it today or contact brokers who already implemented the platform.

Full APIUse Our System in Your Applications

Do you have inhouse developers? Just use our API which gives you full access to all data, calculations, statistics, portfolios and charts etc. You can then easily implement it into your websites or other applications.

API Documentation

Contact us and we´ll provide you with  detailed documentation.

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Client StatisticsKnow your Lead´s Activity

Want to know details about a lead you are going to talk to? Just check their activity on the fund portal, how often they use the site, what´s their favourite program, how their portfolio looks like.

CRM Implementation

We can send new leads directly into your CRM system.

Language VersionsWorking with Foreign Clients?

Tailor is a good student when it comes to languages. Together with English, he already managed to learn French, Russian and Chinese. Pick up your preferred language and we´re sure, he´ll master it as well.

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Top Customer Support

We’re Always Here to Help

We aren’t just tech geeks eager to implement the latest technology. We are also careful listeners and do our best to help with any questions or requirements you might have.

Data Support

Are you manually entering the data and fund information? You don´t need to. Just send us the relevant fund documents and we´ll handle everything on our end. Full API is also available for more technically advanced users.

Get Started With the Help Center

How do you properly upload the monthly performance? How are fees included in the results? Why does my logo not show up in the report? Our Help Center can provide answers to many more questions regarding not only fund portal production.

All Available Features

Tool for brokers to be able to hide CTA names in pdfs when creating portfolios for clients.

Each allocation can be multiplied using leverage.

It allows you to add rankings based on your parameters anywhere on your website or other applications very easily.

Similar to rankings, it allows you to list selected programs together with selected data fields (minimum investment etc.)

Quick overview which programs have been added to the fund portal database lately.

Each Tailor client could have customized program information (for example one broker has a deal with a CTA to have a lower minimum investment).

PIN codes or Email/Password can be used to log in to the fund center.

Ability to create a watchlist or see which programs your leads have in their watchlists.

Similar to watchlists.

Brokers can upload their own videos and create a research center or place a video to a CTA profile.

Especially helpful for explanations how we calculate all the statistics.

You can place custom disclaimers anywhere in your database.

Subscription Plans

Lite

$90per month
  • CTA Database
  • List of programs
  • Multi-criteria search function
  • Customized reports (online and pdf)
  • Rankings
  • Adding own programs
  • Company documents and files
  • Graphic design
  • Adjustments using CSS style
  • Adjustments of the graphical HTML pattern
  • Individual design
  • Other
  • Unlimited support
  • Implementation $290

Basic

$290per month
  • CTA Database
  • List of programs
  • Multi-criteria search function
  • Customized reports (online and pdf)
  • Rankings
  • Watchlist and portfolio tools
  • Adding own programs
  • Company documents and files
  • Graphic design
  • Adjustments using CSS style
  • Adjustments of the graphical HTML pattern
  • Individual design
  • Other
  • Unlimited support
  • Implementation $490

Plus

$490per month
  • CTA Database
  • List of programs
  • Multi-criteria search function
  • Customized reports (online and pdf)
  • Rankings
  • Watchlist and portfolio tools
  • Adding own programs
  • Company documents and files
  • Individual functions and tools
  • Graphic design
  • Adjustments using CSS style
  • Adjustments of the graphical HTML pattern
  • Individual design
  • Other
  • Client statistics – lead´s activity on the site
  • 3rd party software connection
  • Unlimited support
  • Implementation $490