Fund Facts POS™ is a robust, secure, centralized, turnkey production and distribution portal that is designed to efficiently provide a Fund Facts document to an investor, at or before the point of sale. It utilizes an innovative, enterprise-level platform that is designed to bridge the information flow between all users in the investment fund industry.
Search for funds based on any or all of the following criteria:
• Fund Company or Fund Code
• Language – English or French
• Investment Category
• Fund Type
From the Fund Selector, by clicking a single button, users can View Fund Facts or View Fund Profile for all of the selected funds.
Deliver the documents to clients or prospects by print or e-mail.
Create favourites to quickly access popular funds.
Each Favourite can have multiple clients and/or funds associated with it.
Ground-breaking map-based reports
Users can drill-down from a national level to an individual level.
Fund Facts POS
This app has access to :