Streamline your 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 wealth managers say
Investment houses that use Fundpath know much more about their prospective clients, making for much more constructive meetings and better outcomes.
Portfolio Manager
UK Wealth Manager
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 and got in touch.
Investment Analyst
UK Discretionary Investment Manager
I use Fundpath to advertise my searches. Because of Fundpath I am receiving less spam.
Global Head of Fund Research
UK Wealth Manager
My comments on Fundpath certainly seemed to have stirred the imagination. I have had a contact I know commenting on my ‘something truly a little different’ in terms of what to talk to me about!
Co-Fund Manager
UK Wealth Manager
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.
Senior Portfolio Manager
UK Discretionary Investment Manager
Discover how Fundpath can help you
