Working with the industry, we’ve defined the key data and business information that makes communication across the investment ecosystem better.
What wealth managers say
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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