Ready to power up your investment research?

Ada Fintech’s award-winning investment Research Management System enables investment professionals and their clients to make faster, better-informed decisions.

Our award-winning tech designed to help busy teams work smarter, not harder.

 

Assets managed or modelled

Person strong global team of technologists

Clients using Ada Fintech worldwide

Streamlined asset manager monitoring

With access to a centralised history of asset managers and funds, collaborative research and monitoring has never been easier.

Your team can log meetings, write commentary and highlight areas of concern – all of which are available to your business via a central dashboard, so everyone’s kept in the loop.

Ada Fintech - Streamline asset manager
Ada Fintech - Access the data

Access the data you need, when you need it

Through a seamless blend of quantitative and qualitative data, Ada Fintech’s intuitive dashboard gives your team oversight of key information, from fund performance and liquidity to research views and monitoring points, helping drive better-informed decisions and creating greater outcomes for clients.

Governance made easy

Extensive record-keeping capabilities allow you to schedule meetings, take and store notes, build key decision timelines and assign actions.

With Ada Fintech, you no longer have to rely on your memory or expose your business to key-person risk.

Ada Fintech - Governance made easy
Ada Fintech - Your central content

Your central content hub

Ada Fintech provides a central hub for you to store, analyse and share information across your organisation in a format that’s tailored to your team’s needs.

This means your team can spend less time digging out old research notes and more time working to achieve better outcomes for your clients.

 
Ada Fintech - A helping hand

A helping hand on your sustainable investment journey

Using a bespoke integration process, Ada Fintech’s voting insights allows you to report on how asset managers have voted for shareholder proposals on behalf of their investors.

These insights help provide you with actionable data to drive better engagement with asset managers and clients. 

Demonstrate Consumer Duty standards

The FCA’s Consumer Duty came into force on 31st July and represents a change where firms need evidence that they are acting to deliver good outcomes for their customers on an ongoing basis.

Learn how, by creating live dashboards for value assessments and automating your firm’s record-keeping, Ada Fintech can help you keep evolving to demonstrate Consumer Duty Standards.

 

Working with Ada Fintech

Ada Fintech Efficient onboarding

Efficient onboarding

We’ll work with your team to ensure they feel comfortable using Ada Fintech in their day-to-day role.

Ada Fintech Ever Evolving

Ever-evolving

Our roadmap is constantly evolving to ensure Ada Fintech continues to meet your needs, providing a solution to new problems.

Ada Fintech Seemless integration

Seamless integration

Ada Fintech integrates seamlessly with other software you might use, including PowerBI, Microsoft Office, Bloomberg and eVestment.

Ada Fintech Ongoing Support

Ongoing support

Our communication doesn’t stop after onboarding, we’re here to help you get the most out of Ada Fintech, every step of the way.

Our clients

St James's Place Wealth Management
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BNY Mellon Logo
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Ada Fintech’s software provides the governance guide rails and robust audit which supports our investment manager selection and oversight process, ultimately helping to ensure we select the best investments for our customer portfolios and increase their financial security.

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St James's Place Wealth Management Logo
James May

Director of Technology and Transformation, St James's Place

Ready to power up your investment research?

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