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Refinitiv introduces ‘Fund Eligibility’ app to support fund selection, advisory processes

Refinitiv’s Eikon platform has onboarded a new application called ‘Fund Eligibility’ — developed by Swiss fintech Investment Navigator — to support fund selection and advisory processes by automating the interpretation of product legal documentation. According to Refinitiv, Fund Eligibility provides automated assessments on the individual share class level for mutual funds and ETFs and can be used alongside information provided…

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