Clearstream Fund Services launches Compass, a collaborative fund platform
Clearstream Fund Services is transitioning from its existing web-based applications (Fund Compass and Provider Explorer) to the new platform Compass.
Compass creates a Fund Distribution Business Place by offering a true Platform Experience for Distribution Services, moving beyond the core services and attracting fund experts.
Distribution partners require relevant and up-to-date fund information to monitor their fund universe. Clearstream Fund Services introduces Compass, a solution designed to enhance efficiency and foster team collaboration through transparent communication. Compass is the first application that facilitates collaboration and interaction around data, creating a comprehensive fund distribution hub.
Going forward, fund distributor clients of Clearstream Fund Services can benefit from the following key features:
Get comprehensive fund information: access clear, reliable, and up-to-date data directly from the Funds and various partners. This includes regulatory documentation and data, together with performance and sustainability indicators.
Connect with fund professionals: Compass provides a unique space for collaboration, allowing you to make the most of available data.
Centralize your fund-related communications: access all fund-related communications in one place and collaborate seamlessly with Fund Providers.
Streamline contact management: easily connect with hundreds of Fund Providers with just one click.
Access up-to-date directory: be informed of the latest contact details of Fund Providers.
Optimise your fund universe management: use Compass as a powerful to manage your authorized fund universe.
Carry out regulatory and product specific reviews: find eligible investments based on your client relationship profile.
Compass was developed with a focus on innovation, agility, and user experience. After a successful pilot phase, during which user feedback shaped the platform, Clearstream Fund Services is excited to open Compass to all Distribution Partners.
Benefits for Distribution Partners (DPs)
Efficiency: Streamline fund-related tasks and decision-making.
Enhanced Collaboration: Connect with Fund Providers and the people behind the funds.
Visibility: Be part of a thriving fund distribution community.