Investment fund intelligence and infrastructure

Fundraxis

The intelligence layer for investment funds. Fundraxis transforms fragmented regulatory data, fund documents, portfolio disclosures and market information into structured, comparable and actionable intelligence.

Fundraxis CoreFDX:2026.08
SourcesCMVM, CNMV, ESMA
VisibilityTenant-scoped
EvidenceVersioned

Platform

From fragmented fund disclosures to connected intelligence.

Fundraxis collects, harmonises and distributes fund information across a canonical data model designed for European fund markets, tenant portals and institutional integrations.

Source adapters
Canonical data layer
Permissioned workspaces
Portals and API delivery

Users

Built for the organisations that research, manage and distribute funds.

Fund managers

Publish accurate fund profiles, control access to documents and understand advisor or investor engagement.

Advisors and RI providers

Present selected fund universes through branded portals while protecting client confidentiality and referral ownership.

Professional investors

Compare funds, review source-backed documentation and move from research to controlled onboarding workflows.

API and data clients

Integrate canonical fund, manager, document and analytics data into proprietary systems and applications.

Features

One platform, six connected product modules.

Modules can be configured for Fundraxis-branded, co-branded or fully white-label operating modes while preserving the same source, analytics and security model.

Fundraxis Intelligence

Fund facts, document intelligence, source monitoring, change detection and AI-assisted research.

Fundraxis Analytics

Holdings normalisation, portfolio analytics, market comparisons and structured benchmark views.

Fundraxis Portals

Fundraxis-branded, co-branded and white-label experiences for advisors, managers and investors.

Fundraxis Rooms

Permission-controlled data rooms for confidential documents, investor materials and activity tracking.

Fundraxis Onboard

Investor onboarding workflows that connect research, document exchange, KYC and subscription progress.

Fundraxis API

Commercial data, analytics and integration services for financial platforms and internal applications.

Institutional by design

Evidence, permissions and neutrality stay at the core.

Fundraxis separates platform facts, external sources and tenant-authored insights. Every deployment is designed to protect investor relationships while making fund intelligence clearer and more auditable.

Source provenance on material data points
Jurisdiction-neutral regulatory ingestion
Tenant isolation and permissioned visibility
Fund, subfund, category and share-class structure
Branded, co-branded and white-label operating modes
APIs designed for institutional integration

Commercial access

Deploy Fundraxis through a sales-led setup.

Talk to sales about advisor portals, manager workspaces, data rooms, onboarding workflows, API access or white-label distribution.

FundraxisLisbon, Portugal