Our Process | Fundtico
Fundtico alerts you to new Hedge Funds & Private Equity investments from the ground floor
NEW SERVICE
Finding new ways to grow assets
We are the go-to for new, growing funds. Introduce your clients to new investment strategies, unique structures and opportunities to open new revenue sources for your practice.
FIRST
Determine client needs
We have seen advisors allocate 10-30% of affluent portfolios into alternative investments. Hedge Funds and Private Equity are the most popular and commonly used.
SECOND
Register for platform access
We work hard to make sure each and every Advisor & Fund are eligible for access. We research and discuss fund strategies, team and returns before accepting them to the platform.
THIRD
Get alerted to new opportunities
Fundtico alerts you to new funds, rounds and investments across the country. Introduce your clients and prospects to opportunities that can help you win more business and assets.
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Machine Learning Powered
Get smarter recommendations for your prospects and clients when new funds and opportunities arise. Get the right Hedge and Private Equity funds suggested to your clients and prospect demographics.
Data Driven Recommendations
Our models will analyze the purchase history of a customer and based on that they identify those funds that a client or prospect may be interested in
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Streamline Processes
Fill out documents, get signatures and improve your clients experience when subscribing them to Hedge Funds & Private Equity investments.
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Identify Wealth Trends
Understand moves, shifts and changes in affluent Wealth trends and investment changes. Move faster with prospects and close more business.
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