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.

Simfund®Client

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

• New Features – Anonymized Distribution Data, Share Class Type
• Download Sample Project File – Contains 3 sample Simfund grids related to Anonymized Distribution Data and Share Class Type
• New Features – GoupByRank, Expanded Fees & Expenses
• Download Sample Project File – Contains 3 sample Simfund grids related to GroupByRank and the additional fees and expense history
• New Features – Industry Assets & Flows for Distributor and Channel Analysis
• Release Notes
  
• Simfund Pro, 7.0 Release Notes
• Distribution Channel & Top Distributors Descriptions
• Installation Instructions
  
• ICI Confidential
• Using Simfund to Analyze the DC Marketplace
• Simfund Training Sessions
  
• Simfund Quick Start Guide
• Simfund User Guide
  
• Data Definitions