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Mutual Funds

  • Online trading in a diverse range of mutual funds and funds from top managers (Fidelity, Pimco, Franklin Global, Amundi, etc.)
  • Efficient online execution
  • Advanced client reporting
  • Embedded filters and screeners

Use cases

  1. 01

    Tailor client portfolios and rebalance with ease using model portfolio functionality

  2. 02

    Stay safe by reallocating to money market funds during turbulent times

  3. 03

    Create custom indexing portfolios

  4. 04

    Combine mutual funds with single-line equities exposure in a composite model