FundsLibrary News

FundsLibrary Appoints Arun Sarwal as Chief Executive

Fund data services and technology provider FundsLibrary announces the appointment of Arun Sarwal as Chief Executive. Arun joins FundsLibrary, a subsidiary of Hargreaves Lansdown, from SS&C Technologies where he was Senior Vice President. Arun has extensive experience having previously been CEO of DST Investment Management Solutions, COO at Scottish Widows Investment Partnership (SWIP) and SVP within ABN AMRO’s Private Clients & Asset Management business. Read more >

The Big Result

Unless you’ve been hiding under a duvet for the last 12 hours (I considered it) you are bound to have spotted the major news story of the day. It’s been a long time coming and many thought it wouldn’t actually happen. However, now that it has we need to prepare ourselves for the long and winding road ahead. Read more >

FundsLibrary Delivers Unique Online Income Forecaster

Fund data solutions provider FundsLibrary has developed a new and unique online Income Forecaster service for IFAs, Platforms, Wealth Managers and more. The first live user of the service is award winning Wrap Platform Ascentric whose advisers can now create an estimated income schedule, allowing for a level of detailed monthly planning that was never before possible. The tool can also create an income projection for model portfolios meaning that advisers can assist their customers in building the perfect portfolio of investments to achieve their income targets. Read more >

FundsLibrary’s Solvency II Reporting Engine

A few months ago I wrote a report on the arrival of the long awaited Solvency II Directive. At the same time FundsLibrary released a beta version of our Solvency II Manager reporting engine to our customer base. Since then we have upgraded this to a fully-fledged v1.0 with new features and enhanced usability. Many of our customers have now used the system to provide Solvency II reports to their clients, ready for the first reporting deadlines later this month.Read more >

Solvency II Touches Down

The New Year period really is a strange old mixed bag of emotions. It’s likely that many of us started 2016 with a sore head. Then there are the inevitable resolutions we may or may not keep, the discussions over when to take the Christmas decorations down and maybe even a mild aversion to the thought of returning to work. Read more >

FundsLibrary to Provide Solvency II Reporting for Hargreaves Lansdown

Hargreaves Lansdown is the UK’s number one investment supermarket for private investors. Its Fund Management business invests over £6 billion into a variety of underlying funds via its range of Multi-Manager Funds and it is imperative that Hargreaves Lansdown meets its Solvency II obligations by deploying a robust solution to help facilitate regulatory compliance. HL Fund Managers will be using FundsLibrary’s Solvency II Manager solution to collect, enrich and distribute the required data from Fund Managers into whose funds HL Multi-Manager Funds are invested. Read more >

FundsLibrary and PureGroup Announce Fund Data Research Partnership

FundsLibrary, the leading UK based fund data aggregator and solutions provider, has today announced an exciting new partnership which will provide even greater insight into fund performance than ever before. Partnering with PureGroup, a UK financial technology and research firm, FundsLibrary is now able to offer customers additional data based on PureGroup’s research into a range of investment products. Users of the FundsLibrary website will now be able to access and download PDF documentation containing statistics on performance, allocations, geography and historical data which will complement and enhance the existing data that FundsLibrary already provides. Read more >

We have a new website!

Please have a browse to see what’s changed. New and existing users can still register or sign-in.

Understood