Bridging the Gap III: Fundpath’s Key Innovations

Welcome to Part III of our Bridging the Gap series. In Part I, we examined the Information Disconnect, the inefficiencies in fund distribution that hinder meaningful engagement between asset managers and wealth managers. In Part II, we explored Fundpath’s founding story and the critical need for a better system. Now, we turn to what makes Fundpath an industry game-changer. 

Fundpath is more than just a data provider; it is a strategic partner that equips the wealth and asset management industry with real-time, actionable insights. Our innovative approach ensures fund buyers and sellers connect with precision, eliminating the inefficiencies of outdated CRMs and fragmented outreach efforts. 

So, what exactly sets Fundpath apart? Let’s explore the key features and innovations that make our platform the industry’s preferred solution. 

Talk To Me Abouts: Real-Time Business Intelligence 

A critical proprietary data set within Fundpath’s offering is our Talk To Me About (TTMA), real-time business intelligence sourced from fund buyers. A Fundpath ‘Talk To Me About’ represents the strongest request from a fund buyer to fulfil a current investment requirement.  

Wealth managers use Fundpath as a request-for-information service by highlighting their current fund and investment searches on our platform. This data is safely and securely shared with our 130 asset management customers using Fundpath’s intelligence via mobile, desktop & API technologies. Unlike generic CRM tags or preferences, TTMAs provide a real-time, specific, and actionable insight into what a wealth manager is actively looking for. 

What are the benefits of TTMAs? 

• Request for information: Wealth managers for the first time have a place where they can share their active searches and receive only the most relevant opportunities, reducing unwanted communications and improving industry efficiency.  
• Precision Targeting: Asset managers can tailor their outreach and better serve their clients and prospects by understanding exactly what wealth managers want to hear about—and, equally important, what they don’t. 
• Dynamic Updates: TTMAs are continuously refreshed, meaning asset managers engage in real-time conversations instead of relying on outdated and backward looking data. 

By integrating TTMAs into their strategy, asset managers move from a scattergun approach to hyper-targeted engagement, ensuring higher-quality conversations at the outset and stronger relationships. 

Asset Allocation Intentions: Forward-Looking Data

Fundpath doesn’t just capture where wealth managers are now, we provide insights into where they are going. Our Asset Allocation Intentions feature reveals how wealth management firms intend to allocate across different asset classes over the next 12 months.   

• Predictive Insights: Understand whether a firm plans to increase, decrease, or maintain exposure to a specific asset class over the next 12 months. 

• Market Alignment: Asset managers can adjust their sales and marketing strategy before market shifts happen, positioning their products at the right time. 

• Competitive Edge: Unlike traditional data providers, which focus on historical trends, Fundpath’s forward-looking approach enables firms to anticipate demand, defend assets and act proactively.     

Perpetually updated Knowledge Bank: Unparalleled Coverage of the Wealth Management Industry   

Fundpath’s Knowledge Bank is the most accurate and complete dataset in the industry, providing asset managers with an unprecedented level of intelligence about wealth management firms and decision-makers.   

• 9,400+ individuals across the UK, Channel Islands, and Ireland. 

• 1,100+ wealth management firms, including Discretionary Fund Managers (DFMs), Independent Financial Advisors (IFAs), and Multi-Family Offices. 

• Key decision-makers, investment committees, and fund selectors, ensuring asset managers reach the right audience with precision. 

• Harmonised and standardised data with additional proprietary insight unique to Fundpath.  

Rather than relying on fragmented industry databases, Fundpath’s Knowledge Bank provides one centralised, continually updated source of truth, making fund distribution smarter and more effective. 

Proprietary Data Taxonomy & Standardisation: Structuring the Fund-Buying Landscape 

 One of Fundpath’s most powerful differentiators is our proprietary data taxonomy, which brings much-needed clarity and consistency to an industry plagued by inconsistent naming conventions and fragmented data structures. 

 Key Standardised Data Points:   

• Gatekeepers & Key Decision-Makers: Identifies individuals responsible for fund selection and due diligence. 

• Fund Approval Processes: Maps out how firms assess, approve, and onboard funds into portfolios. 

• Investment Proposition Management: Tracks whether investment decisions are made in-house, outsourced, or hybrid at firms. 

• Committee Structures & Risk Mapping: Provides insights into firms’ internal governance, due diligence procedures, and the technology platforms used for decision-making. 

By standardising these data points, Fundpath ensures asset managers always have the context they need to approach the right individuals, with the right message, at the right time. 

Intelligence Made Visible, Opportunity Made Possible   

Fundpath is not just a data provider, it is an industry game-changer. By combining real-time, proprietary intelligence with predictive insights and structured data taxonomies, we empower asset managers to engage with wealth managers in a way that is precise, strategic, and effective saving the industry time. 

With TTMAs, forward-looking Asset Allocation Intentions, the Knowledge Bank, and our proprietary data taxonomy, we eliminate the inefficiencies of fund distribution and create a system where data-driven relationships lead to measurable growth. 

What’s Next? 

In the final part of our Bridging the Gap series, we’ll explore the tangible impact of Fundpath in action, real-world case studies, success stories, and industry insights that showcase how firms are leveraging Fundpath to drive better outcomes.

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