Understand, evaluate and invest in a way never possible before
Compare multiple Mutual Funds, ETFs and Segregated Funds at the same time to ensure you select the top performing products for your clients
We help you save time by making your analysis easier. Within seconds, compare Mutual Funds, ETFs and Segregated Funds on one screen using our intuitive new tool, CORRELATE. Review the options that meet your client’s specific financial goals, and provide them even more tailored customer service.
Many services today burden your analysis with too much information. CORRELATE was designed by consulting Financial Advisors at every step. We curate the information to allow you to make better decisions faster. See only what you need to make your investment decisions.
We understand that trust is the single most important ingredient when building a successful relationship with current and prospective clients. CORRELATE shows you all the relevant fees associated with the products you are selecting for your clients. This ensures you can make the best possible investment decisions.
CORRELATE summarizes your research in a single, easy to read page personalized for you. It is your new business card, and an executive summary for your fund facts combined into one. It shows your clients the analysis you performed and keeps you top of mind with your name and picture at the top of the page. Differentiate yourself with the new business card for Financial Advisors.
CORRELATE stores your fund comparisons for each client. This allows you to recall your past comparisons, ensuring you are better prepared for client meetings. Always have your best foot forward.
Use industry leading data for your analysis. We are powered by Thomson Reuters.
Compare Mutual Funds, ETFs and Segregated Funds. Select the right products for your clients.
Compare as many funds as you need, for as many clients as you have. Our all-in-one pricing provides unlimited reports.
Get notified when you have an upcoming client review. Always be prepared and up to date with your clients' needs.