Streamline fund search process
One of Fundpath’s unique features,
“Talk To Me About / Don’t Talk To Me About,” enables you to share information about your specific requirements.
This facilitates relevant communication from fund sellers.
Be as detailed as you like, the more information the better. Whether it’s geographically specific asset classes, value versus growth, tech or energy, it’s your choice.
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What our wealth managers say
The outreach we receive from asset managers using Fundpath is of higher quality. They are more tailored to our fund buying interests and so lead to more fulfilling conversations.
Investment houses that use Fundpath know much more about their prospective clients, making for much more constructive meetings and better outcomes.
I met with an asset manager yesterday and Fundpath really works – we were exclusively discussing funds that were of actual interest. They had seen what was on the Fundpath app.
Fundpath’s research process and network does an awesome job at cutting through the noise between fund houses and discretionary managers. This creates better interactions and helps drive better outcomes for clients.
Fundpath has significantly improved the relevance of the investment opportunities I receive, making our decision-making process more efficient. I appreciate how targeted and aligned the ideas are with our firm’s specific interests and mandates.
