Distribution

Finlens

Finlens enhances investor interactions by offering best-in-class digital experiences, automating investment report generation, and providing comprehensive investor portals as well as distribution enablement tools.

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Automated Factsheets

Interactive Charts

Investor Portal

Trusted by over 40+ companies

Features

The Complete Platform for Client-Ready Content

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Factsheet automation

Finlens automates the creation of factsheets, keeping information accurate and always up to date. By reducing manual work and errors, it shortens production times and lowers costs, allowing financial professionals to allocate resources more efficiently.

Digital Investor Portal

Finlens empowers financial professionals to build dynamic dashboards, share documents effortlessly, and deliver engaging digital experiences. With tailored tools for client interaction and a sleek online presence, it streamlines distribution and provides a modern and professional online presence for investment products.

Customisation and White-Labeling

Finlens combines automation with flexibility, allowing financial professionals to quickly adapt layouts and content across web interfaces and PDF factsheets. With powerful white-labeling options, it ensures seamless brand consistency while giving teams the freedom to tailor every detail.

testimonials

Trusted by Leading Asset Managers

/ 01

We chose Finlens for its modern design and interactivity, which greatly enhance the client experience and set it apart from other solutions. The team is highly responsive and flexible, consistently providing effective solutions to challenges that arise.

Bilal Jusufi

Partner at Lakefield Partners AG

/ 02

Finlens revolutionizes our factsheet production by automating processes, reducing errors, and saving valuable time, allowing our team to focus on higher value activities. Its intuitive drag-and-drop tools make customization effortless, combining automation with flexibility.

Adi Wenzel

CIO at SSI Asset Management AG

/ 03

It is a real pleasure working with Alquant, everything always as promised and on time. Our clients can now follow our fund partners with integrated live pricing on our webpage, a real value add.

Stephan Meier

CEO at Open Funds Investment Services

/ 04

Automating processes and maintaining a professional & polished appearance are key for growing AuM, especially for small to mid-sized asset managers. Finlens excels in addressing these crucial aspects. I highly recommend it to any asset manager.

Vincent Bonnard

Founding Partner at FINANZLAB

/ 05

Switching to Finlens has been a great decision , it offers superior flexibility, customization, and cost-effectiveness compared to our previous provider. The Alquant team is highly responsive, quickly adapting solutions to our needs, while continuously adding new features that enhance our experience.

Sandro Francioni

Founder & CEO at FALGOM AG

About Finlens

Driving the Digital Transformation of Investment Management

10bn+ CHF

AuM are invested in products for which Finlens automates reporting.

400+

Investment products harness the power of Finlens.

40+

Financial institutions place their trust in Finlens.

97%

Of clients stay, proof that Finlens’ automation, digital tools, and flexibility deliver real results.

Blog

Insights & Updates from Alquant

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Banque Bonhôte Streamlines Factsheet Production with Finlens

Banque Bonhôte adopted Finlens to automate factsheet production and unify fund presentations. Replacing manual processes, the platform ensures consistent data, saves time, and equips Relationship Managers with interactive, branded tools, enhancing both efficiency and client engagement.

Customer Success

Distribution

July 2, 2025

Finlens Customer Success Stories: WINVEST ASSET MANAGEMENT

WINVEST Asset Management, a Swiss firm led by two father-son teams, combines tradition with innovation through its systematic smartF® investment strategy. After launching its first Swiss Equity fund in 2024, WINVEST chose Finlens to enhance transparency, automate reporting, and streamline client communication. The platform's ease of use, brand-compliant factsheets, and responsive support make it a valuable tool—and one WINVEST confidently recommends to other asset managers.

Customer Success

Distribution

June 12, 2025

Finlens Customer Success Stories: BCF

At Alquant, we’re proud to support the Banque Cantonale de Fribourg (BCF) in making its investment fund information more accessible and engaging. With Finlens, our digital investment showroom, BCF now provides clients a dynamic, intuitive platform for exploring its funds online.

Customer Success

Distribution

April 2, 2025

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FAQ

Frequently asked questions

Everything you need to know about Finlens.

What investment products does Finlens support?

Our platform supports a variety of investment products including Asset Management Certificates (AMCs), funds, and model portfolios.

How do you source data for the investment products?

We utilize automated data exchanges for Prices/Net Asset Values (NAVs) and underlying holdings with various product issuers and fund administrations. If we currently do not have an arrangement with your issuer or administrator, we will facilitate setting up the necessary data exchange.

What customization options are available?

Our solution is fully white-labeled, allowing clients to customize logos, images, fonts, colors, layouts, and more. Additionally, admin users can easily modify pages and PDF factsheet templates at any time using drag-and-drop features. We offer a choice of 30+ fully automated graphs and tables, as well as 20+ statistics options to be displayed, ensuring comprehensive and dynamic data presentation.

How can Finlens be integrated into existing websites?

Integration can be achieved in several ways: by adding buttons that lead to the platform on a sub-domain, embedding components of the platform directly via iframes, or by incorporating the entire platform as a module on your website.

Where can Finlens's white-labeled platform be hosted?

Clients have the flexibility to host the platform on their own domain or choose another hosting environment according to their preference.

Is the pricing model flexible?

Yes, our pricing is very flexible and depends on the selected features or options. These can be adjusted as needed at any time to suit your evolving requirements.

How does Finlens ensures that only eligible investors have access to specific products?

Finlens utilizes advanced access control features to ensure that only qualified investors, based on type or domicile, can view specific products. This mechanism allows client admin users to comply with regulatory requirements and allows for tailored investor experiences. Additionally, with Finlens the admin users can restrict access to certain content, making it available only behind a login. This content can also be set to require admin approval for added security and control, ensuring that only authorized users can access sensitive information.