Simfund Pro, 7.0 offers the industry's most holistic business intelligence tool – combining new distribution-centric transparency on roughly $6 trillion of intermediary-sold stock and bond mutual funds and ETFs across more than 900 Distributors and 9 Distribution Channels with Simfund's traditional product-centric analytics on U.S.-based open and closed ended mutual funds, fund-of-funds and exchange traded funds (ETFs). Simfund Pro, 7.0 includes data from SI, Morningstar, Lipper, the ICI, Access Data/Broadridge and more.

Dataset Update/Install Packages

Simfund Pro, 7.0 Dataset [Feb 23]

This Database Component installs and updates the Simfund MF data files.
Channel and Distributor data is as of [ Dec 20]

Simfund® Trends Dataset Update [Jan 23]

Updates your Simfund TD files to the most current ICI Trends data.

Client Package


The Local Client installation is required for all new installations.

Simfund Pro, 7.0 Overview
An overview of the functionality and data included in Simfund Pro, 7.0

  • Download Sample Project File – Contains 10 sample Simfund grids. To access, please download each of the three files in the linked zip file and then open the saved .spf file within Simfund MF

Helpful Links

To learn more about Simfund Pro, 7.0 please contact:

Support Links
Release Information
Simfund®Tech Support
(212) 217-6899