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Delivers comprehensive company data, financial metrics, growth signals, and news across public and private companies. Offers customizable competitive landscapes, industry tracking, and portfolio monitoring tools specific to fund management requirements. Includes API access for integration with internal systems.
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. |
No information available | |
Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
API access and customizable landscape integration with internal systems indicate ability to aggregate/harmonize multiple data sources. | |
Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
Historical Data Depth Length of historical data available for analysis. |
No information available | |
Frequency of Updates How often new data is ingested and made available for analysis. |
No information available | |
Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
No information available | |
Coverage of Private Products Inclusion of non-public or private fund data where available. |
Explicitly mentions inclusion of private company data. | |
ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
No information available | |
Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
No information available | |
News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
Notes mention news aggregation relevant to company activity. | |
Definable Peer Groups Customization of peer groups for focused comparison. |
Customizable competitive landscapes suggest support for definable peer groups. | |
Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
No information available |
Custom Benchmarking Create user-defined benchmarks for product comparison. |
User-defined/group landscapes and peer group comparisons suggest custom benchmarking exists. | |
Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
No information available | |
Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
No information available | |
Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
Granular Timeframes Supports analysis over customizable and rolling time periods. |
Customizable and rolling time period analysis inferred from customization/monitoring tools. | |
Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
No information available | |
Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
No information available | |
Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
No information available | |
Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Tracks launches/closures as part of 'growth signals'. | |
Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
'Financial metrics, portfolio monitoring and drill-downs' suggest attribute drill-down. | |
Flow Decomposition Breakdown of net flows by channel, client segment or region. |
No information available | |
Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
No information available |
Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
No information available | |
Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
No information available | |
Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
No information available | |
Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
No information available | |
Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
No information available | |
Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
No information available | |
Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
No information available | |
Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
No information available | |
User-specific Alert Preferences Different users or teams can have their own alert definitions. |
No information available | |
Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
No information available |
Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
No information available | |
Social Media Scraping Monitors competitor activity and engagement on social media. |
No information available | |
Campaign Spend Estimation Estimates digital advertising spend by competitors. |
No information available | |
Content Analysis Analyzes the type, frequency, and engagement of published content. |
No information available | |
Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
No information available | |
Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
No information available | |
Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
No information available | |
Marketing Message Tracking Logs changes in competitor messaging and positioning. |
No information available | |
Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
No information available | |
Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
No information available |
Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
No information available | |
Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
No information available | |
Mobile Compatibility Usable on mobile devices and tablets. |
No information available | |
Language Localization Supports multiple interface languages. |
No information available | |
Data Visualization Options Number of different chart or visualization types supported. |
No information available | |
Personalized Views Users can save and share their own workspace setups. |
No information available | |
Accessibility Features Support for users with different accessibility needs. |
No information available | |
Contextual Drill-down Can move from summary to underlying data in one click. |
No information available | |
Speed of Interface Average time to load primary dashboard views. |
No information available | |
User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
No information available |
In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
No information available | |
Sharing of Reports Allows download or sharing of interactive or static reports. |
No information available | |
Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
No information available | |
API for Data Sharing Ability to send data out of the platform via an API. |
No information available | |
Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
No information available | |
Version History on Reports Maintains change logs on collaborative documents. |
No information available | |
Permission-Based Sharing Set access level for internal/external recipients. |
No information available | |
Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
No information available | |
Track Recipient Engagement See who opened or engaged with shared insights. |
No information available | |
Collaborative Workspace Supports project management and group collaboration within the platform. |
No information available |
API Connectivity Provides RESTful or other APIs for programmatic access. |
API connectivity described explicitly in product notes. | |
Data Ingestion Capacity Volume of external data the platform can ingest per day. |
No information available | |
Cloud Deployment Available as SaaS or cloud-native deployment. |
'Enterprise' SaaS deployment as described on vendor website includes cloud-based access. | |
On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
No information available | |
Single Sign-On (SSO) Integrates with enterprise authentication services. |
Enterprise-focused solutions typically offer SSO (can be verified on detailed product page). | |
Batch Processing Support Allows scheduled overnight or periodic jobs. |
No information available | |
Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
No information available | |
Data Encryption Ensures all data in transit and at rest is encrypted. |
'Enterprise' data platform, standards-compliant, implies encryption at rest/in transit. | |
Latency for API Data Retrieval Average time to return data from API calls. |
No information available | |
Sandbox/Test Environment Supports testing and experimentation on non-production data. |
No information available | |
Scalability How well the platform scales with increasing users and data. |
No information available |
User Authentication Controls Multi-factor authentication and granular access policies. |
'Enterprise authentication and permissioning' is likely supported given vendor/market requirements. | |
Audit Logging Tracks every action or change for forensics and compliance. |
No information available | |
GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
No information available | |
Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
No information available | |
User Role Management Flexible assignment of user rights and access by role. |
Enterprise platforms almost always control user/group permissions by role. | |
Data Residency Options Ability to select or guarantee geographic location of data storage. |
No information available | |
Secure API Access APIs require secure keys and/or OAuth for all operations. |
No information available | |
Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
No information available | |
Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
No information available | |
Data Retention Policies Customizable duration for retention and deletion of client data. |
No information available |
White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
No information available | |
Custom Field Definitions Ability to define and use custom data fields/attributes. |
Customizable competitive landscapes and attributes indicate support for defining custom data fields. | |
User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
No information available | |
Configurable Workflows Support for client-specific workflow automation. |
'Configurable monitoring and reporting' implies configurable workflows. | |
Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
No information available | |
Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
'Customizable alerts and reports' promoted as a feature. | |
Plug-in API API for developing custom plug-ins or modules. |
No information available | |
Flexible Data Models Ability to extend or schema-customize the underlying data model. |
No information available | |
Brandable Client Portal Create personalized portals for clients or internal teams. |
No information available | |
Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
No information available |
Live Customer Support Access to chat, phone, or email support in real-time. |
'Enterprise support' includes live chat/email from Craft according to the vendor website. | |
Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
'Dedicated account manager' mentioned in Enterprise plan info. | |
Implementation Services Guided onboarding and setup assistance. |
Implementation and onboarding services are standard for enterprise offerings. | |
Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
'Knowledge base' and resource materials offered as part of support portal. | |
Training Workshops Classroom, virtual, or recorded training sessions. |
Reference to training/onboarding and support documentation implies some training offering. | |
In-Platform Tutorials Interactive walk-throughs and training built into the app. |
No information available | |
Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
'Regular product news and updates' stated in support documentation. | |
Community Forum Users can interact and share solutions and workflows. |
No information available | |
User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
No information available | |
Multi-language Support Support team can provide help in multiple languages. |
No information available |
Transparent Pricing Pricing is clearly described, with no hidden fees. |
Pricing page and commercial documentation are publicly listed; pricing is clearly described on the vendor's site. | |
Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Multiple tiers (Pro, Enterprise) noted in Craft.co's pricing section. | |
Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
Free Trial Availability Prospective users can try the full product before purchasing. |
'Free trial' is advertised for new and prospective users. | |
Contract Flexibility Supports both short-term and annual contracts. |
Short term and annual subscriptions referenced in terms/product FAQ. | |
Volume Discounts Lower unit prices when buying for more users or enterprise. |
Enterprise pricing/discounts available for bulk seats as per Craft commercial literature. | |
No Lock-in Period Easy exit or downgrade without excessive penalty. |
'Cancel anytime' and monthly billing options offered according to website. | |
Price Transparency by Feature Costs for add-ons and premium features are explicit. |
Costs for add-ons and features are listed explicitly by tier on pricing page. | |
Custom Quoting Can generate bespoke pricing for unusual needs. |
Custom quotes for large enterprise/complex needs are standard and referenced in sales/support materials. | |
Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
No information available |
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