Analytics
wholesaleinvestor.co.nz
Provides access to a directory of wholesale investment managers, funds, and offers for financial analysis.
ENDPOINT 1
https://wholesaleinvestor.co.nz/mcp
Known tools 11
list_providersList NZ wholesale fund managers / providers in the WI directory.
lookup_providerGet full profile of one provider by slug: FSP, AUM, location, funds, key people, links.
list_fundsList funds in the WI directory.
lookup_fundGet full profile of one fund by slug: structure, IM/PDS docs, AIP eligibility, linked provider + offers.
list_open_offersList currently open / closing-soon offers (with target returns, minimums, fees from the offer-level data).
lookup_offerGet full profile of one offer by slug — including target return, minimum investment, fees, liquidity, IM/PDS docs.
find_evergreen_fundsList evergreen (perpetually-open) funds — the load-bearing display invariant of WI.
find_aip_eligible_fundsList funds with AIP-visa-eligible offers (Active Investor Plus).
compare_providersSide-by-side compare two providers by slug.
find_by_asset_classList providers + funds for a given asset class (substring match on asset_class slug or name).
compare_imsSide-by-side compare two funds by slug using Sonnet-extracted facts from their IM/PDS/SIPO documents.