ProFundCom Product & Service Notification 28th August 2026
As a user of the ProFundCom platform, we want to notify you that it has undergone some changes. We will send these notifications every time the platform is updated.
AuM Catalyst Replaces Report Studio Impact: Medium Sections: Reporting Description: We’re pleased to introduce the latest evolution of Reporting Studio with the launch of the AuM Catalyst Reporting Suite.
This release brings together a collection of new dashboards designed to help Investor Relations, Distribution and Marketing teams better understand investor engagement and identify opportunities more quickly.
Rather than reviewing individual reports in isolation, AuM Catalyst provides a broader view of investor activity across your marketing campaigns, helping you understand not only what has happened, but where to focus next.
AuM Catalyst is available to all our clients in 3 versions
Sales and Distribution
Marketing
Investor Relations
Investor & Prospect Engagement
Quickly identify your most engaged contacts and firms over the last 30, 60 or 90 days.
View engagement by company, contact or email address, monitor recent activity and see how engagement has changed over time.
Company Intent Signals
Understand engagement at a company level by identifying firms where multiple individuals are interacting with your communications.
This provides an additional layer of insight when monitoring investor interest across organisations.
Content Performance
See which marketing assets are generating the strongest engagement.
Compare emails, documents and campaigns using metrics such as total engagement, unique readership and engagement trends to understand which content performs best.
Investor Drop-Off Analysis
Identify investors whose engagement has reduced over time.
This dashboard helps highlight contacts who may benefit from follow-up activity before opportunities are missed.
Mailing List Performance
Compare the performance of your mailing lists and audience segments.
Review engagement across investor types, regions and campaigns to better understand which audiences are responding most effectively.
Strategy & Fund Comparison
Analyse engagement across different funds, strategies and marketing campaigns.
This makes it easier to identify which products are attracting the highest levels of investor interest.
Investor Journey Analysis
Follow the progression of investor engagement across campaigns and communications to better understand where engagement is increasing and where it begins to decline.
Sales & IR Prioritisation
Help your Investor Relations and Distribution teams focus on the right conversations by identifying contacts and firms showing the strongest recent engagement.
Additional Improvements
Alongside the new dashboards, this release also includes a number of usability improvements across the reporting suite, including:
Enhanced filtering across all reports
Improved drill-through analysis for companies and contacts
Clearer dashboard terminology
Improved navigation and layout
Greater flexibility when analysing campaigns, funds and investor segments
Built Around Client Feedback
Many of the enhancements included in AuM Catalyst have been developed following discussions with our clients.
The objective has been to provide reporting that answers the questions Investor Relations and Marketing teams ask every day, helping them identify engagement trends, prioritise follow-up activity and gain more value from the marketing data already available within ProFundCom.
We hope you enjoy using the new AuM Catalyst Reporting Suite. As always, we welcome your feedback as we continue to develop new reporting and analytics capabilities.
