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All applicationsPortfolio Intelligence · Fonds-Blickfang · Built on Taibles

Spend less time assembling documents. More time preparing investment decisions.

Fonds-Blickfang is an independent product for institutional investment teams. It makes manager reports and pitchbooks available for research, comparisons and ongoing portfolio monitoring.

The product film is coming soon. Explore the application and how it works on this page. Application overview
01

The information is there. Preparing it takes time.

A new manager comparison starts with several presentations. The portfolio overview needs figures from current reports. Fonds-Blickfang brings information from connected documents into a shared, queryable foundation.

02

From a manager question to a comparison with evidence.

Research your manager documents and compare strategy, focus and terms using the available information. Return to the underlying sources for further investigation.

03

New reports contribute to your portfolio overview.

Reported metrics retain their investment, period and source context. Teams can investigate developments across reporting periods and run configured checks.

04

What Taibles provides.

Document processing, AI assistants, retained data, automations and dashboards. Fonds-Blickfang adds investment logic and its own interface. The same platform can provide the foundation for your specific research or reporting process.

05

Want to implement your own AI application?

Discuss your documents, data and processes with us. If you are looking for Fonds-Blickfang as a ready-made product, visit its product website.