FundKeeper

A no fee mutual fund trading solution; official account. #fintech

[FundKeeper @FundKeeper]

Reps want an easy, low-cost, and familiar experience for their mutual fund business. #FundKeeper can provide a simple and straightforward experience that maintains what they like most about “going direct.” https://t.co/wZS0kEs3ll

[FundKeeper @FundKeeper]

When it comes to automating your #MutualFund business, Yogi Berra said it best: "It's like déjà vu all over again." Just when you automate one fund family, you get to do it all over again... Learn how #FundKeeper can help you create a better experience: https://t.co/IdvIt2JUUc

[FundKeeper @FundKeeper]

The repetitive process of automating fund families can feel like déjà vu. #FundKeeper can help break the cycle by digitizing the entire onboarding process for most any fund family with one technology/operations effort: https://t.co/Am8b5CzaZs

[FundKeeper @FundKeeper]

Reps want an easy, low-cost, and familiar experience for their mutual fund business. #FundKeeper can provide a simple and straightforward experience that maintains what they like most about ���going direct.” https://t.co/wZS0kEs3ll

[FundKeeper @FundKeeper]

When it comes to automating your #MutualFund business, Yogi Berra said it best: "It's like déjà vu all over again." Just when you automate one fund family, you get to do it all over again... Learn how #FundKeeper can help you create a better experience: https://t.co/IdvIt2JUUc

[FundKeeper @FundKeeper]

🎶A B C, #FundKeeper is easy as 1 2 3 🎶 Working with our platform can be a smooth experience for reps looking to get away from the struggles of traditional brokerage for mutual fund only accounts: https://t.co/IYWWoYwTpJ

[FundKeeper @FundKeeper]

#FundKeeper helps to deliver a mutual fund experience from a single platform. Here’s how: https://t.co/PD6W9P5JDW

[FundKeeper @FundKeeper]

When it comes to serving mutual fund-only clients, there are three things reps want: ease, low cost, and familiarity. This company learned how to embrace these needs and solve their direct-at-fund problem with #FundKeeper: https://t.co/CGpJHvuLul

[FundKeeper @FundKeeper]

In his latest #AdvisorTech roundup, @MichaelKitces names the growing focus on back-office automation as a trend that’s reshaping the financial advice industry. #FundKeeper can help solve back-office compliance & operational challenges: https://t.co/IrNIqzZ9mr

[FundKeeper @FundKeeper]

Big announcement from @envisionFS! In time, Envision will be making these same features available in its #FundKeeper product for intermediaries:

[Envision Financial Systems @envisionFS]

📢 We're excited to announce the launch of an enhancement to Envision’s investor recordkeeping suite📢 The platform, which offers new asset modeling capabilities, is now in use at @Ultimus2: https://t.co/dzRN6PzMxg

[FundKeeper @FundKeeper]

Digitalizing their direct-at-fund #MutualFund processes can help advisors ease compliance & efficiency pressures. How can your firm digitize while still maintaining the simplicity and cost effectiveness the reps seek in going direct: https://t.co/xhOfMstmvA

[FundKeeper @FundKeeper]

Opening accounts directly with multiple fund companies can leave #BrokerDealers with operational & compliance issues. This nationwide firm solved their direct-at-fund problems using #FundKeeper solutions: https://t.co/HudpFdEpCx

[FundKeeper @FundKeeper]

Interesting conversation between @craigiskowitz and @docupace’s Rober McGill on compliance overload. #FundKeeper’s solution can help #IBD reps solve direct-at-fund compliance challenges: https://t.co/Ub55WLVj5T

[Craig Iskowitz @craigiskowitz]

Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo / @docupace

The Importance of Normalizing Data

https://t.co/KVUwTDwgf3
@JoshBook10 @helene_wpli @SonyaDreizler

[FundKeeper @FundKeeper]

Check out the @envisionFS contribution to the @wealth_mgmt 2022 Market Outlook⬇️⬇️

[Envision Financial Systems @envisionFS]

“Investment opportunities will continue to become more and more decentralized. But that doesn’t mean the end of financial advice.” Envision CEO Satnam Gambhir shares why advisors should adapt a wide range of tools in the @wealth_mgmt 2022 Market Outlook: https://t.co/Pu5IXnuSgN

[FundKeeper @FundKeeper]

There’s no hiding from the fact that digitalization will ultimately overtake check-and-app #MutualFund business model. Advisors must reevaluate their strategies & embrace the digital journey: https://t.co/3jxQRwVhXS

[FundKeeper @FundKeeper]

Solving direct-at-fund compliance issues can be hard. Avoid the needless complications and expenses by using #FundKeeper’s platform: https://t.co/g3UZO0AMdE

[FundKeeper @FundKeeper]

“The outlook for investors tolerating days-long account-funding processes is dim.” With digitalization on the rise, how can advisors adjust their processes and continue to serve their customers in ways they value? https://t.co/AWGvL0LcRx

[FundKeeper @FundKeeper]

How will pandemic-induced digitalization affect advisors’ traditional approach to their #MutualFund business? Read the latest #FundKeeper blog: https://t.co/ElAiSEXzj2

[FundKeeper @FundKeeper]

The pandemic accelerated digitalization in the asset & wealth management industries, and it will likely prevail over the paper-based “check&app” approach to opening #MutualFunds. Our latest blog examines how advisors can adjust their business: https://t.co/FsiZnrN3HA

[FundKeeper @FundKeeper]

Large Wall Street firms are suddenly interested in advisors at #IndependentBrokerDealers and #RIAs. Easy access to a breadth of product will be important.

[Envision Financial Systems @envisionFS]

Global firms have ignored independent advisor firms for years- until now. This piece from @investmentnews breaks down the recent Wall Street interest in the independent advisor marketplace and how they’re using #alts to hook them: https://t.co/2IwyPvHP3E