ClearGlass collects data using the FCA’s IDWG templates in an efficient and low cost way.
Through ClearGlass, asset owners can request data from asset managers according to the standardized IA and IDWG templates.
ClearGlass checks the data to ensure the format is valid as per the IA and IDWG template.
Compare and analyse all the cost and data charges.
Create reports directly from the platform, at the click of a button.
With ClearGlass, we wanted to offer asset managers a simple way to share sensitive cost and performance information with their clients. The templates were designed and agreed by the asset management and asset owner industries. ClearGlass aims to always be at the cutting edge of cost data collection standards.
Go through an easy on-boarding process to setup your pension scheme account
Then, add a mandate/ fund to the scheme that you want to collect data for
Send data submission requests for a product to an asset manager
Data collected, is rendered in form of charts and graphs for analysis
Add tables, charts and graphs from cost type analysis to create custom reports
Create access for other users and assign them permissions to use the dashboard
Be at the forefront of your industry, receive compliance certificates hassle-free.
Aggregate and analyse all your cost and charges data, painlessly.
All your data, in one place. Generate bespoke reports whenever necessary.
Get ...with ClearGlass