Easily filter our data

Select filter criteria across all features of a product to see quickly and easily how this impacts on the products displayed. Refine our comprehensive data down to a manageable number for you to review and recommend from. The impact of these filters can also be seen across linked funds and platforms, with an evidenced audit trail reflecting the steps you follow to help you meet regulatory requirements.

 

 

Filtering starts by selecting a feature from the feature list. Once a filter has been applied, the Product List Preview will change accordingly, allowing you to review which products are still included in your search. Included and excluded products can be viewed after each filter has been applied.

The filtering process can be automated by using a template, which can be applied by selecting the required template from the drop down bar.

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