Traders
Financial Advisors
Asset Managers
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.
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.
Compare funds
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
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
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
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
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.
Data points
1
M+
Number of public
companies data
9
K+
Years of statement
history
30
+
Join with the thousands of investors who’ve discovered Koyfin.