Separate yourself from your competitors through Hedge Fund & Private Equity placements. Increase the revenue and new clients you and your firm attracts and retains.
Separate yourself from your competitors and attract affluence
IMPROVE ASSET GROWTH
Instantly access offerings you can use to help your clients long-term goals
ATTRACT NEW MARKETS
Instantly connect with Funds & Investors across the country
Connecting Financial Professionals
With Hedge Funds & Private Equity
While the investment industry, clientele and investors all strive for simplicity, it is becoming increasingly dynamic and segmented. Investors continually clamor for unique investment vehicles, returns on investment or tax friendly options.
Proactive Alerts
Get alerted to new deals and investments that align with your practice and enhance the client experience
Remote & Digital
Accomplish everything remotely and securely on the Fundtico platform. Fulfill subscriptions, documents and investment paperwork digitally
Look Alike Modeling
Define your prospects and let our smart learning create new avenues of opportunities for your practice and funds