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Financial Services & Insurance

Fund data and market commentary without a ticket

A fund page lives on current data and approved copy. Laioutr puts the frontend on top of your fund data, document store and CMS, so sales and marketing maintain pages themselves. Approvals and audience separation stay part of your process.
Fund data and market commentary without a ticket

How Asset management & investment brokerage companies grow with Laioutr

  • 1.2 s
    median LCP
  • < 14 days
    median migration time
  • ~65%
    shorter time-to-launch for landing pages

The challenges in Asset management & investment brokerage

A fund page is a data product: performance, key figures, costs, the key information document, the market commentary. Each element comes from a different system and has its own update cycle.

On top of that comes audience separation. Retail investors, distribution partners and institutional investors see different content, and every difference has to be documented.

  • Data and documents drift apart

    Key figures come from the data warehouse, key information documents from the document store, commentary from the CMS. On the fund page they have to line up.

  • Fund search ends in a table

    Investors search by objective, region or risk class and land in a list of tickers. Finding the right fund stays manual work.

  • Approvals without a shared basis

    Portfolio management, legal and compliance review copy over email. Whether the approved version is the published one is hard to say afterwards.

  • Every share class a special case

    Share classes, currencies and distribution countries multiply the pages. Without a connection to the source data, maintenance grows with every product.
Fund pages

One structure for every fund and share class

Fund, share class, currency and distribution country come out of the data instead of a separate page per combination.

Performance, assets and costs come from your data warehouse. Update them there and they update everywhere.

The key information document, the prospectus and the annual report hang off the fund and the share class they belong to. They stay maintained in the document store.

Retail investors, distribution partners and institutional investors get their own views. Which group sees what is decided by your system.

Built with
Editing

Market commentary and campaigns at your pace

Commentary, investment themes and sales material get built by your team in the visual editor and submitted for approval.

Monthly and quarterly commentary comes out of existing sections and attaches to the fund it belongs to.

Compliance reviews the preview instead of a text file in an attachment. Nothing publishes before your approval.

Germany, Austria, Switzerland and Luxembourg run as variants of the same storefront, each with its own language and its own notices.

Built with
Findability

From the objective to the right fund

Search, filters and comparison lead from the question to the product. Delivery from the edge keeps even long tables quick to open.

Objective, region, asset class and risk class sit in one filter pattern. The AI products for search and discovery back up the free text search.

Put funds side by side with the same key figures from the same source. Nobody needs an export for a first look.

Page shell and content come from the edge cache, charts and key figures from the source. Long fund lists stay usable.

Built with
Integration

Connects with your existing systems

  • Pimcore
  • Squirro
  • d.velop
  • Usercentrics
  • Google Analytics 4
  • Laioutr Legal

Most of you keep fund data in a data warehouse or with a data vendor, documents in a document store and copy in a CMS. Those systems connect to the frontend as apps from the App Store.

Where product and document data runs centrally through a PIM, Pimcore is the case we see most often. A commerce backend is not something fund pages need.

Get started faster

With templates for your industry

  • Our UI Growth Kit for B2B

    Storefront building blocks for B2B commerce: account-specific pricing, quoting and self-service flows.
    View Growth Kit
  • Frontend Blueprints for Financial Services & Insurance

    Frontend Blueprints for Financial Services & Insurance

    Proven reference architectures and page blueprints that take typical B2B and D2C scenarios live in days instead of weeks.
    Discover Blueprints

Resources for Asset management & investment brokerage

Frequently asked questions about Laioutr for Asset management & investment brokerage

From your data warehouse or your data vendor. Laioutr connects the source as an app and displays what is there.

Share classes, currencies and distribution countries are variants of the same fund model. You do not maintain a separate page per combination.

Everyone reviews the same preview and nothing publishes before your approval. The process and its documentation stay in your hands.

Yes. Retail investors, distribution partners and institutional investors get their own views, and the connected system decides which group sees what.

Time to launch for landing pages drops by around 65%, because the sections exist and only need content.

Median migration time for the frontend is under 14 days. How long the data connection takes depends on your data warehouse.

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Strategy call

Ready to turn your frontend into a control layer?

Show us your stack, your roadmap, your replatforming scenario, and we'll show you how Laioutr fits, what it costs, and how fast you go live.

"After 30 minutes, we knew Laioutr makes our replatforming feasible." - Daniel B., CEO, hygibox.de

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