Asset Managers

Streamline your sales process

Koyfin offers an intuitive and powerful platform designed specifically for asset managers & wholesalers. Our tools simplify your workflow, help you create compelling selling points, and provide actionable insights that will boost your sales efforts.

ETF & Mutual Fund Comparison Model Portfolios ETF & Mutual Fund Screener ETF Valuation Graph

Increase sales & win new business.

Prepare for meetings, engage with advisors, and follow up with prospects more effectively. With Koyfin, you can showcase your fund’s strengths, answer real-time questions, and keep the momentum going throughout the sales cycle. Establish yourself as a knowledgeable and reliable resource, enhancing your credibility and driving sales.

Provide insights

Koyfin enables you to quickly compare funds during a meeting on your iPad or laptop, eliminating the need to wait for data from your team and allowing for immediate, informed discussions.

Analyze portfolio performance

Koyfin equips wholesalers with comprehensive tools and real-time data, enabling them to make informed decisions and enhance portfolio outcomes for their clients.

Maximize your time

Koyfin consolidates all the essential tools for wholesalers, enabling you to spend less time searching for information and more time optimizing your clients’ portfolios.

Achieve superior returns

Stay ahead with comprehensive tools tailored for asset managers. Monitor multiple asset classes with flexible graphing tools, utilize pre-made dashboards for market overviews, and create custom views to ensure you never miss critical insights.

Compare funds

Analyze investments side by side

Easily compare fund performance, fees, dividend yields, and drawdowns side-by-side. Highlight cost efficiency and potential returns to simplify client decision-making and build trust.

Portfolio sensitivity

Analyze portfolio additions and deletions

Show prospects how their portfolio would change with a proposed fund substitution. Simulate different scenarios to illustrate potential performance improvements and engage clients effectively.

ETF, Mutual Funds, and Equity Screener

Find your perfect match

Koyfin's screener helps you discover ETFs, mutual funds, and equities that align with your investment style. Utilize comprehensive filters and quickly find substitutions.

Model Portfolios

Streamline your strategy instantly

Koyfin empowers strategic investing with model portfolios, offering balanced and optimized growth. Customize allocations and gain insights with comprehensive analytics to enhance performance.

Advanced Graphing

Visualize all your insights

Koyfin's advanced graphing features provide powerful visualization tools to sharpen your insights. Customize charts with technical indicators and fundamental measures, and easily share your graph templates.