FUNDTICO PLATFORM

Easiest way to Invest in Hedge Funds & Private Equity

The Alternative Investment Platform leveraged by Independent Financial Firms & Family Offices. The Fundtico Platform makes it simple to integrate Private Equity & Hedge Funds into your practice

Expanded Offerings
Completely integrate new investments seamlessly into your book

Market To New Prospects
Research & Analytics to help identify new prospect opportunities

Growing Opportunity
More investors are looking to protect themselves against volatile markets

Committed To Growth
Grow clients & prospects investment pipeline seamlessly


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Multiply Your Value

Separate yourself and firm from your competition. Your team, knowledge and drive to improve the lives of your clients is no easy task. Expand the ability to deliver something that will help grow and protect your clients wealth.

Separate Yourself
There are a very small amount of Wealth Advisors that claim they know enough about Alternative Investments. If you are not at least introducing it, someone else is

Do It All Virtually
Discover, Market, Research & Invest all digitally. Communicate and sign documents all digitally while maintaining your prospect and clients safety

Scale Your Process
The need and desire to integrate Alternative Investments into your clients lives are growing. We help scale your process so you can secure more business

OUR MISSION

“Connecting The World To Alternative Investments“



Grow Affluency
Grow affluent client base faster with Alternative Investments


Earn New Clients Faster
Offer something that their current advisors are unfamiliar with


Expand the relationship
Win business with Alternative Investments and the remaining assets will follow

Simple To Integrate

Platform Features


Track Prospect Pipeline
The built in CRM helps you track and stay focused on your Alternative Investment pipeline

1 on 1 Growth Support
Prospecting and growing a book of business is no easy task, we are here to help support the integration of Alternative Investments

Ideas To Grow
Whether you are looking to start a conversation with a current client or prospect, we have the data and information to help you make meaningful connections


Manage Anywhere
Keep your investment pipeline moving along whether you are at your desk or on the go

Coordinate With Your Team
Assign tasks to your team so you can get your prospects and clients invested quicker

Chat With Fund Personnel
Build relationships with the Fund Companies directly over chat and give your clients a flawless experience


Private Equity Platform

Fundtico connects Advisors and Family Offices with your Private Equity Fund. Gain interest, subscriptions and commitments easily with a few clicks.

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Financial Professionals

Whether you are a Family Office, Independent Wealth Advisor or Firm looking to grow, Fundtico can help introduce a way to differentiate yourself.

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Hedge Fund Platform

Raise assets and gather interest and grow relationships quicker. Unlock a national presence without the massive injection of a marketing budget.

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High Net Worth Data

We leverage a technology platform designed to help aggregate high net worth data on prospects. Leveraging this give you a significant advantage in marketing and sales..

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