FundSavant™ was created by an investment professional who recognized the need for a tool that would help clients easily translate and interpret financial data.
Our very first client had a Bachelor’s Degree in Theatre and was the fiduciary on the 401k plan provided by his father’s private insurance business. He struggled to interpret the data and make informed decisions. This experience inspired us to develop FundSavant, which can be used by anyone to make data-driven investment decisions with simplicity and ease.
FundSavant™ is the only product on the market that condenses and displays comparative analytics in such a simple, informative, and visually appealing way.
FundSavant™ compares investments or investment managers against a comparative index and against one another based on audited three, five, seven, and ten-year performance data. It then ranks and sorts the comparative data into a color-coded display, which easily communicates superior and inferior relative performance and risk/return over long periods of time. This unique feature makes it an invaluable tool for anyone trying to choose between a set of fund managers in an asset class.
As the investment world changes and a new generation emerges, it is imperative for financial technology to be incredibly smart and visually appealing.
We believe FundSavant™ will change the financial industry by empowering investors, financial advisors, financial professionals, investment offices, and 401k fiduciaries to make better investment decisions overall.
Who Benefits from FundSavant™?
Financial Services
- Asset Managers
- Capital Markets & Banking
- Consumer Finance
- Corporate Issuers
- Insurance
- Retail Banking
- Wealth Management
Consumer Markets
- Consumer Finance
- Healthcare
- Insurance
- Retail Banking
- Telecom
- Utilities