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Fintel Professional from Fintel
Delivers competitive intelligence specifically for fund management through tracking institutional ownership changes, insider trading patterns, and short selling activities. Offers automated monitoring of investment positions, peer fund movements, and market signals with customizable alerts and portfolio tracking.
Product analysis by function
Competitive Intelligence Platforms for Product Development & Management
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Data Coverage & Sources
(3 Yes /3 Known /12 Possible features)
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
. | No information available |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
Fintel Professional aggregates and harmonizes data from multiple public (institutional filings, insider trades, short interest) and other proprietary sources as part of its platform. | |
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Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
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Historical Data Depth Length of historical data available for analysis. |
No information available | |
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Frequency of Updates How often new data is ingested and made available for analysis. |
. | No information available |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
. | No information available |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
No information available | |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
No information available | |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
No information available | |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
Fintel aggregates news, press releases and significant filings related to institutional moves (e.g., via 13D/G, insider filings and news alerts). | |
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Definable Peer Groups Customization of peer groups for focused comparison. |
No information available | |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Fintel systematically tracks regulatory filings such as SEC 13D/G, Form 4, Form 13F, and other filings as core features. |
Analytics & Benchmarking
(4 Yes /4 Known /12 Possible features)
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
No information available | |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
No information available | |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Platform ranks funds and institutions by numerous tracked metrics (ownership change, short interest, etc.). | |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
. | No information available |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
Enables analysis over highly granular and user-specified timeframes for ownership, insider activity, and short interest. | |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
. | No information available |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
No information available | |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
No information available | |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Tracks new fund launches and closures as seen in regulatory filings. | |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Provides drill-down into fund holdings, institutional positions, and insider details. | |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
No information available | |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
No information available |
Market Intelligence & Alerts
(5 Yes /5 Known /10 Possible features)
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Provides real-time and near-real-time email alerts and notifications of major position/reporting changes. | |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
Users can define custom alert thresholds for ownership or short interest moves. | |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
Automated detection and alerting for major regulatory filings or institutional moves. | |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
. | No information available |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
. | No information available |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
. | No information available |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
Alerting supports competitor regulatory filings and other market alerts. | |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
Alerts can be sent via email; other channels (Slack, SMS) may be available through integrations but primarily email. | |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
. | No information available |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
No information available |
Marketing Activity & Digital Intelligence
(0 Yes /0 Known /10 Possible features)
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
No information available | |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
No information available | |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
No information available | |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
No information available | |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
No information available | |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
No information available | |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
No information available | |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
No information available | |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
No information available | |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
. | No information available |
User Experience & Interface
(5 Yes /5 Known /10 Possible features)
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
Custom dashboards and views can be created for tracking peers, sectors, and funds of interest. | |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
Export and report-building interfaces are available to create custom layouts. | |
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Mobile Compatibility Usable on mobile devices and tablets. |
Fintel is web and mobile browser compatible; works on phone and tablet browsers. | |
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Language Localization Supports multiple interface languages. |
. | No information available |
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Data Visualization Options Number of different chart or visualization types supported. |
. | No information available |
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Personalized Views Users can save and share their own workspace setups. |
Users can save, customize, and share dashboards/views. | |
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Accessibility Features Support for users with different accessibility needs. |
. | No information available |
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Contextual Drill-down Can move from summary to underlying data in one click. |
. | No information available |
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Speed of Interface Average time to load primary dashboard views. |
. | No information available |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
Provides FAQ, documentation, help icons, and onboarding resources. |
Collaboration & Sharing
(2 Yes /2 Known /10 Possible features)
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
No information available | |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
Allows sharing and downloading of reports, data tables, and custom dashboards. | |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
Exports available for CSV, Excel, and PDFs. | |
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API for Data Sharing Ability to send data out of the platform via an API. |
No information available | |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
No information available | |
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Version History on Reports Maintains change logs on collaborative documents. |
. | No information available |
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Permission-Based Sharing Set access level for internal/external recipients. |
No information available | |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
. | No information available |
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Track Recipient Engagement See who opened or engaged with shared insights. |
. | No information available |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
. | No information available |
Technical Architecture & Integration
(2 Yes /3 Known /11 Possible features)
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API Connectivity Provides RESTful or other APIs for programmatic access. |
No information available | |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
. | No information available |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
Cloud-native SaaS; no on-premise option mentioned. | |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
Not as far as we are aware.* No mention of on-premise deployment option; appears SaaS/public cloud only. | |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
No information available | |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
. | No information available |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
. | No information available |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
Industry-standard TLS/HTTPS is used for all sessions; data is encrypted at rest with enterprise plans. | |
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Latency for API Data Retrieval Average time to return data from API calls. |
. | No information available |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
. | No information available |
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Scalability How well the platform scales with increasing users and data. |
. | No information available |
Security & Compliance
(2 Yes /2 Known /10 Possible features)
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User Authentication Controls Multi-factor authentication and granular access policies. |
Login process uses multi-factor authentication and account permissions. | |
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Audit Logging Tracks every action or change for forensics and compliance. |
No information available | |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
Data privacy and GDPR disclaimer available; platform operates in compliance with major privacy regulations. | |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
. | No information available |
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User Role Management Flexible assignment of user rights and access by role. |
. | No information available |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
. | No information available |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
. | No information available |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
. | No information available |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
No information available | |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
. | No information available |
Customization & Extensibility
(2 Yes /2 Known /10 Possible features)
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
No information available | |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
. | No information available |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
Some customization of derived metrics supported for institutional research; advanced formulae may require export. | |
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Configurable Workflows Support for client-specific workflow automation. |
. | No information available |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
. | No information available |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
User alerts and report output can be personalized extensively. | |
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Plug-in API API for developing custom plug-ins or modules. |
. | No information available |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
. | No information available |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
. | No information available |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
. | No information available |
Support & Training
(2 Yes /2 Known /10 Possible features)
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Live Customer Support Access to chat, phone, or email support in real-time. |
Support is available via chat and email during US trading hours. | |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
. | No information available |
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Implementation Services Guided onboarding and setup assistance. |
. | No information available |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
. | No information available |
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Training Workshops Classroom, virtual, or recorded training sessions. |
. | No information available |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
. | No information available |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
Regular platform additions and features documented in release notes. | |
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Community Forum Users can interact and share solutions and workflows. |
. | No information available |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
. | No information available |
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Multi-language Support Support team can provide help in multiple languages. |
. | No information available |
Pricing & Commercial Model
(3 Yes /3 Known /10 Possible features)
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
Pricing and licensing are clearly described on website with no hidden fees. | |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Multiple pricing tiers are offered, including Professional and Institutional. | |
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Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
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Free Trial Availability Prospective users can try the full product before purchasing. |
Free trial is available for Professional level via signup. | |
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Contract Flexibility Supports both short-term and annual contracts. |
. | No information available |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
. | No information available |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
. | No information available |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
. | No information available |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
. | No information available |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
. | No information available |
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