External fund data collection
Your fund data, gathered for you from asset managers
+800
connected asset managers
Investors
Understand exactly what your funds hold.
WizzInvest makes look-through analysis of your investments accessible and takes it further, so you can analyse them from every angle: we collect data on your external funds, look through them and calculate your regulatory, risk and ESG indicators.
Who it is for
- Insurers and mutuals
- Banks
- Pension funds
- Multi-management
From data collection to fund analysis
We gather the data, look through it and calculate the indicators you need.
Regulatory indicators
Your calculations powered by checked, look-through data.
- Market SCR
- Solvency II
- RWA
- CRR2
- PAI
- SFDR
Risk management
A consolidated view of all your assets, down to security level.
ESG analysis (X-Fi)
Our non-financial offering, calculated on your look-through data.
Unlisted assets
Private debt, private equity, infrastructure and real estate.
A unique set-up
More than 800 connected asset managers and 20,000 inventories processed every month: fewer reminders, faster onboarding.
A managed service
Our analysts collect, check and validate the data, whatever its source: our architecture is open.
Your data, a few clicks away
View your look-through portfolios and indicators on our platform, or receive them in your own tools.
Investors who trust us
Finally see what lies behind your funds.
See in 30 minutes how WizzInvest looks through your investments and calculates your indicators.