Modern data and compliance tools for Unit Investment Trusts
Advis Network is trusted by financial advisors and home offices alike to provide reliable data and analytics that makes comparing and selecting the right UIT simple.
A complete, daily snapshot of the UIT universe in one site
Features
Game-changing tech solutions tailored for UITs
Analysis
Strategy performance & risk
Use our modern tools to see daily performance and risk metrics and benchmark comparison for an entire UIT strategy lifetime, not just for an individual trust.
Analysis
Compare UIT performance
Use our popular comparison tool to see the performance difference between different UIT strategies, including trusts from different issuers.
Scorecard
The best performing UITs, no math needed
We crunch the numbers every night to bring you a daily scorecard of the best performing UITs across a variety of metrics, from cumulative return to historical distribution rate.
Source
Daily data, meticulously verified
We source raw pricing data directly from the issuers and constantly verify it for accuracy so you can be sure our performance calculations are the best available.
Defined Outcome
Want buffered options? No problem.
We provide state-of-the-art tools and analytics for buffered and other defined outcome style UITs. We also provide extensive learning materials in case you want to learn more.
AdFi Score™
The one number you need for trust selection
Compliance
A transparent and objective rating system
The AdFi Score assists financial professionals in demonstrating a prudent investment selection and allows a monitoring process of UIT strategies in a fashion that all clients can easily understand.
Comparison
Automatic peer group ranking
We rank each trust within a peer group (determined by asset class and investment strategy) to show you the best trusts to select from for a given outcome.
History
Relative performance over time
The AdFi Score is calculated daily so you can see how a strategy has performed against its peers over time, highlighting which strategies merit continued research.
Data feeds
Complete visibility on your desktop
Enterprise customers who want the ultimate due diligence tool can use our monthly spreadsheet which provides all the due diligence data necessary to evaluate new and existing products. What would have taken weeks in the past can how be done in days or hours.
All major UIT sponsors covered
We're the only source of high-quality, sponsor-agnostic data for the entire universe of unit investment trusts.
The Numbers
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- Primary strategies
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