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
- 01
Tailor client portfolios and rebalance with ease using model portfolio functionality
- 02
Stay safe by reallocating to money market funds during turbulent times
- 03
Create custom indexing portfolios
- 04
Combine mutual funds with single-line equities exposure in a composite model
