Delivers competitive intelligence specifically for fund management through tracking institutional ownership changes, insider trading patterns, and short selling activities. Offers automated monitoring of investment positions, peer fund movements, and market signals with customizable alerts and portfolio tracking.
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
Fintel Professional aggregates and harmonizes data from multiple public (institutional filings, insider trades, short interest) and other proprietary sources as part of its platform. | |
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Market Breadth Number of geographies or markets monitored by the platform. |
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Historical Data Depth Length of historical data available for analysis. |
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Frequency of Updates How often new data is ingested and made available for analysis. |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
No information available | |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
No information available | |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
No information available | |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
Fintel aggregates news, press releases and significant filings related to institutional moves (e.g., via 13D/G, insider filings and news alerts). | |
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Definable Peer Groups Customization of peer groups for focused comparison. |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Fintel systematically tracks regulatory filings such as SEC 13D/G, Form 4, Form 13F, and other filings as core features. |
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Platform ranks funds and institutions by numerous tracked metrics (ownership change, short interest, etc.). | |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
Enables analysis over highly granular and user-specified timeframes for ownership, insider activity, and short interest. | |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Tracks new fund launches and closures as seen in regulatory filings. | |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Provides drill-down into fund holdings, institutional positions, and insider details. | |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
No information available | |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
No information available |
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Provides real-time and near-real-time email alerts and notifications of major position/reporting changes. | |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
Users can define custom alert thresholds for ownership or short interest moves. | |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
Automated detection and alerting for major regulatory filings or institutional moves. | |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
Alerting supports competitor regulatory filings and other market alerts. | |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
Alerts can be sent via email; other channels (Slack, SMS) may be available through integrations but primarily email. | |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
No information available |
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
No information available | |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
Custom dashboards and views can be created for tracking peers, sectors, and funds of interest. | |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
Export and report-building interfaces are available to create custom layouts. | |
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Mobile Compatibility Usable on mobile devices and tablets. |
Fintel is web and mobile browser compatible; works on phone and tablet browsers. | |
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Language Localization Supports multiple interface languages. |
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Data Visualization Options Number of different chart or visualization types supported. |
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Personalized Views Users can save and share their own workspace setups. |
Users can save, customize, and share dashboards/views. | |
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Accessibility Features Support for users with different accessibility needs. |
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Contextual Drill-down Can move from summary to underlying data in one click. |
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Speed of Interface Average time to load primary dashboard views. |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
Provides FAQ, documentation, help icons, and onboarding resources. |
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
No information available | |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
Allows sharing and downloading of reports, data tables, and custom dashboards. | |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
Exports available for CSV, Excel, and PDFs. | |
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API for Data Sharing Ability to send data out of the platform via an API. |
No information available | |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
No information available | |
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Version History on Reports Maintains change logs on collaborative documents. |
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Permission-Based Sharing Set access level for internal/external recipients. |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
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Track Recipient Engagement See who opened or engaged with shared insights. |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
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API Connectivity Provides RESTful or other APIs for programmatic access. |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
Cloud-native SaaS; no on-premise option mentioned. | |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
Not as far as we are aware.* No mention of on-premise deployment option; appears SaaS/public cloud only. | |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
No information available | |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
Industry-standard TLS/HTTPS is used for all sessions; data is encrypted at rest with enterprise plans. | |
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Latency for API Data Retrieval Average time to return data from API calls. |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
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Scalability How well the platform scales with increasing users and data. |
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User Authentication Controls Multi-factor authentication and granular access policies. |
Login process uses multi-factor authentication and account permissions. | |
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Audit Logging Tracks every action or change for forensics and compliance. |
No information available | |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
Data privacy and GDPR disclaimer available; platform operates in compliance with major privacy regulations. | |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
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User Role Management Flexible assignment of user rights and access by role. |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
Some customization of derived metrics supported for institutional research; advanced formulae may require export. | |
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Configurable Workflows Support for client-specific workflow automation. |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
User alerts and report output can be personalized extensively. | |
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Plug-in API API for developing custom plug-ins or modules. |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
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Live Customer Support Access to chat, phone, or email support in real-time. |
Support is available via chat and email during US trading hours. | |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
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Implementation Services Guided onboarding and setup assistance. |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
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Training Workshops Classroom, virtual, or recorded training sessions. |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
Regular platform additions and features documented in release notes. | |
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Community Forum Users can interact and share solutions and workflows. |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
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Multi-language Support Support team can provide help in multiple languages. |
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
Pricing and licensing are clearly described on website with no hidden fees. | |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Multiple pricing tiers are offered, including Professional and Institutional. | |
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Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
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Free Trial Availability Prospective users can try the full product before purchasing. |
Free trial is available for Professional level via signup. | |
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Contract Flexibility Supports both short-term and annual contracts. |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
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