Web platform
Economatica Platform
Robust and accurate historical data for sound and secure decisions.
Compare funds, monitor portfolios and support investment committees with historical data, indicators and Excel-ready exports.
When every banker builds factsheets by hand and every allocator is looking at a different number, the end client notices. Start with the problems, not the tools.
Is my banker building a factsheet for each client by hand?
Copy-paste from NAV history, legacy spreadsheets and old PDFs eats 3 hours per banker. Add-in and Platform enable exports and templates to support factsheet assembly, by product/contract.
How do I compare funds with agility and consistency?
Filter by ANBIMA class, return, vol, drawdown and management fee. Platform + Add-in deliver ranking and peer comps in seconds.
Can I offer a platform under my own brand?
Clients want to see portfolio, performance and benchmarks without needing email. Integrations available on request can power custom portal projects, scoped together with the technical team.
Does my recommended list reach all bankers on the same day?
Recommended portfolio, ratings and strategist commentary. Platform and Add-in support the update and internal distribution of reports and recommended lists.
Does my fund database support internal analyses and portfolio reviews?
Adjusted NAV, ANBIMA class, performance fee, lock-up. Economatica delivers 40 years of traceable history, with documented sources for internal review.
You don't have to buy every product on day one. Start where it hurts the most, and the stack grows organically as the team relies on the Economatica base.
It's not a closed bundle: you build the stack around the bottleneck that's burning. Most clients enter through Platform + Reports and add APIs on custom projects as their end-client platform matures.
Fund comparator, ranking, ratings and recommended portfolio for the entire allocation team.
Native functions that pull NAVs, returns and fund attributes directly into the portfolio spreadsheet.
Economatica content inside your portal: portfolio, performance, ranking, all under your brand.
Monthly factsheets, fund comparison and client-meeting materials, in PDF by product/contract.
Book a call and design with our team the right Economatica stack for allocation, relationship and the end client.
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