The questions we actually get asked.

A database informs you; Fundscreener equips you. On top of the data come proprietary scoring, contract-by-contract referencing, optimization, macro and compliant proposal generation — in one subscription and one screen. You do not consult information: you produce executable decisions.

An allocator provides model portfolios — by construction, the same for all its subscribers. Fundscreener gives you the tooling to build and defend your own allocations: that is the value your client pays for. Both approaches can coexist: import an external allocation and run it through our analytics.

It's a score out of 100 combining risk-adjusted performance, consistency, behavior under market stress, fees and positioning against peers detected by clustering. The methodology is documented in the app and the score is recalculated continuously — never frozen for months.

We reference the main insurers of the French market — contract by contract, not just by company. The list keeps growing; if a contract is missing, ask for it: additions are prioritized by client demand.

The compliance module is opening shortly: it will generate documented, traceable proposals — risk profile, suitability, a justification for every line, timestamping. You will remain responsible for the advice, but the file the regulator reads will be the one your client reads — complete and dated. In the meantime, comparison and analysis reports already export as dated PDFs.

Data comes from leading institutional providers and official regulatory documents (KIDs, prospectuses), attached to each ISIN. NAVs and indicators are refreshed continuously as publications come in.

Yes. The Standard plan is free, with no credit card and no time limit, with access to the full database. Paid plans are commitment-free: leave whenever you want — though nobody hands back a cockpit to go back to three spreadsheets.

The API is opening shortly: it will let you plug scores, data and analyses into your CRM, your aggregator or your in-house tools. White-label integrations and bespoke deployments belong to the Elite plan — write to us to join the first wave of access.

Hosted in the European Union, encrypted in transit and at rest, GDPR compliant. Your client portfolios are never shared, resold or used for training anything: they are your working data.

Yes — iOS and Android apps are coming to the App Store and Play Store: score alerts, watchlists and fund sheets, synced with your web cockpit.

That will be exactly the role of our API, which is opening shortly: plugging Fundscreener's scores, data and analyses into the tools you already use. Dedicated connectors for the market's aggregators are on the roadmap and will open in order of demand — write to data@fundscreener.app naming yours: you will move it up the queue.