FundTeq
SmartMoney Platform
Easy to Scale Your Financial Practice
Client Onboarding
FundTeq works with multiple custodians that allow for full electronic onboarding! Having integrations with Docusign allows for account opening and funds transfer to be done paperlessly. Have accounts open in person or remotely through email. The system is setup so it is impossible to forget signatures and initials to virtually eliminate any NIGOs in the future. Gone are the days of going back to clients to sign or initial something missed in a previous meeting.
Client Experience
Welcome to the 21st Century. Advisors need the ability to go paperless, to give clients a positive online experience, and a way to communicate through an app on their phone. Receiving paper statements, from multiple custodians and/or insurance companies, is no longer acceptable for the sophisticated and tech-savvy investors of today. Instant access, with a single login, is the expectation and can now be attained through FundTeq.
Use our portfolios or manage your own. We have several solutions available for your clients, ranging from low-cost ETF models to sophisticated stock portfolios with covered call option overlays. All accounts are Seperately Managed and allow sleeving of strategies. As an example: if a client has $1MM and would like 70% in a moderate core ETF model and 30% in a dividend stock portfolio with options overlayed, you can do this in one account. Advisors no longer need to open multiple accounts (one for each strategy). One account can now be sleeved multiple times to allocated chosen percentages into different strategies.
Investment Portfolios
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