Designed to support the relationship between Mutual Fund Wholesalers and Advisors. Our solutions improve the relevancy of information delivered to the Advisor channel, enhancing the client experience. Distribute monthly and quarterly fund facts and other communications personalized from your Wholesalers to their Advisors.
- Solidify Wholesaler-Advisor relationships
- Protect and grow AUM
- Personalize content to the Advisor
- Improve speed to market
- Reduce costs