FinTech Know Your Funds ties with Propelle for Best in Show at Morningstar Investment Conference

Fintech solution Know Your Funds – one of two fintech’s selected by PIMFA WealthTech to present to delegates at the Morningstar Investment Conference yesterday (1 May 2024) – has been named alongside fellow fintech Propelle by delegates.

PIMFA WealthTech, the market network and technology platform supported by principal strategic partner Morningstar, a leading provider of independent investment insights, has selected the Know Your Funds and fellow fintech, Instinct Digital Ltd, to present to wealth management delegates in the early breakfast session at the Morningstar Investment Conference following a competitive ‘Tech Sprint’ and were among 12 fintechs demonstrating their solutions to around 70 delegates from the wealth management and advice industry. Both Know Your Funds and Instinct Digital gave impressive presentations of their solutions’ capabilities, which are focused on Environmental, Social and Governance (ESG) reporting, verification and disclosure processes in the sustainable finance sector.

Know Your Funds won over delegates with its solution that enables wealth managers to drill down into ESG funds at a granular level enabling them to truly interrogate the investment fund and fully understand what assets it contains, thereby enabling them to align investments with their client’s values.

Instinct Digital also impressed delegates with its digital reporting solution for fund and client reporting, while Propelle, which was also named ‘Best in Show’ showcased its digital solution focused on female investors.

Richard Adler, Chief Commercial Officer at PIMFA and Director of PIMFA Wealthtech, commented: “I’m delighted that Know Your Funds and Instinct Digital were able to attend the Morningstar Investment Conference and showcase their technology solutions to so many from the wealth management industry.

“That Know Your Funds was among the fintechs named ‘Best in Show’ demonstrates why we at PIMFA WealthTech along with our strategic partners Morningstar have undertaken the ‘Tech Sprints’ that we have. Not only do the ‘Tech Sprints’ seek to address issues that are important to the wealth management industry, but they help to create the kind of connections we hope we can continue to develop between the fintech industry and our own. This has always been one of the fundamental drivers behind creating PIMFA WealthTech and I look forward to continuing to build those connections in the future.”

Anastasia Georgiou, Director of Client Solutions, Adviser Segment, EMEA, Morningstar, commented: “It was fantastic to include our PIMFA ESG Challenge winners: Know Your Funds and Instinct Digital at the Morningstar Investment Conference yesterday. It’s great opportunity for them to speak directly to the adviser sector and demonstrates the importance of our partnership with the PIMFA WealthTech team. We look forward to continuing our work together in the future.”

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