Top Tweets for #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
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
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
🎶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 helps to deliver a mutual fund experience from a single platform. Here’s how: https://t.co/PD6W9P5JDW
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
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
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
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
Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo / @docupace
The Importance of Normalizing Data
https://t.co/KVUwTDwgf3
@JoshBook10 @helene_wpli @SonyaDreizler
How will pandemic-induced digitalization affect advisors’ traditional approach to their #MutualFund business? Read the latest #FundKeeper blog: https://t.co/ElAiSEXzj2
We hear #IndependentBrokerDealers say their reps want “to be able to deliver mutual funds in a way that is easy & inexpensive for their customer.” #FundKeeper’s solution is designed to help reps & their firms without the added expense or complications: https://t.co/YLjjOqJlWt
How can #BrokerDealers achieve their goal of consolidating all client accounts “on platform” while helping their advisors attract and retain clients? #FundKeeper offered our take in a piece for @wealth_mgmt’s 2021 Midyear Outlook: https://t.co/VI2V0fpL0P
With #FundKeeper, the intermediary can work from a single platform to execute new accounts, calculate commissions and level loads, and other basics. Check out the other detailed capabilities FundKeeper provides: https://t.co/N6FxzDxU2i
#FundKeeper’s #MutualFund platform gives reps the comfortable, straightforward experience they want while maintaining what they tend to like most about “going direct.” Learn more: https://t.co/8x5LNUAW8O
#FundKeeper makes the pieces fit. Find out how non-traditional #MutualFund technology can coexist with “on-platform” strategies.
Trying to complement a firm’s existing “on platform” strategy with a non-traditional #MutualFund technology might seem like trying to fit the wrong piece in a puzzle, but #FundKeeper knows how to make it work: https://t.co/e41kvzDAZ8
#FundKeeper was originally built as an alternative solution to accounts held directly with #MutualFund families. Learn more about our platform’s detailed capabilities & find out how our services can help #BrokerDealers: https://t.co/k22mROlDro
By focusing on the essential recordkeeping elements, #FundKeeper removes the aspects of conventional #brokerage that cause confusion and cost. Learn more about the benefits our #MutualFund platform can provide reps: https://t.co/Kq5s9Ebwf0
#FundKeeper gives reps what they want: an easy, low cost, and familiar experience that maintains what they like most about “going direct.” Learn more about the traditional #brokerage problems that FundKeeper solves: https://t.co/gxJfegq1Uw
#FundKeeper helps solve the back office issues of “going direct” while maintaining the ease that advisors and clients like. Sound too good to be true? It’s not. Learn how FundKeeper’s products & services have helped firms improve their business: https://t.co/MK6OR6jxyG
Trying to complement a firm’s existing “on platform” strategy with a non-traditional #MutualFund technology might seem like trying to fit the wrong piece in a puzzle, but #FundKeeper knows how to make it work: https://t.co/e41kvzDAZ8
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