AssetQ is the UK's leading fund research and due diligence information platform, serving over 1,700 financial advisors since 2016. The platform consolidates hard-to-source information from asset managers across all fund types, providing comprehensive data that streamlines investment decision-making and regulatory compliance.

AssetQ Assist enables instant fund research through simple web-based highlighting of fund names or ISINs, delivering immediate access to all the information an advisor may need, such as, platform support for the fund,  details on the consistency of fund manger and any variations in their strategy, lowest-cost share classes, peer perfomrance comparisons, whether the fund meets value (Consumer Duty check) and complete disclosure of any fund issues.  No other source of information provides such comprehensive cover for the advisor and will help to make more informed investment decisions.

AssetQ addresses the time-intensive task of gathering information needed to support and evidence the considerations made for fund investment selection.

Advisors use AssetQ to:

• Search for funds using a more expansive set of qualitative and quantitative filters, giving better and more finely honed results
• Review detailed information that indicates whether the likely future performance of a fund will match its past performance
• Use the information in AssetQ as a record of the research and due diligence undertaken prior to investment recommendation
• Receive proactive emails warning the advisor of key underlying changes which affect the investment risk for the client
• Consumer Duty compliance accessing instant value for money information and documents confirming whether the product can be recommended to clients or not.

Backed by industry-wide asset manager support, AssetQ serves as the standard solution for investment transparency and regulatory compliance in the UK market. The platform's comprehensive connectivity across all asset managers ensures complete market coverage and reliable, consistent data access for investment professionals.

To view AssetQ Assist click on this link AssetQ Assist
To activate your free trial access of AssetQ Assist click on the following link: Install AssetQ Assist.  

Once you have downloaded AssetQ Assist, please contact us at  [email protected] to let us know so that we may enable you.