Connecting The World With Alternative Investments
The Fundtico Alternative Investment Platform was built for Independent Wealth Advisors that want to integrate Hedge Funds and Private Equity into their practice.
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
GET STARTED
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.
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.
Hedge Fund Platform
Raise assets and gather interest and grow relationships quicker. Unlock a national presence without the massive injection of a marketing budget.
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..