Fundpath Description
Wealth managers dedicate a considerable amount of their time engaging with the asset management sector, often reporting that a large portion of this time is consumed by handling calls that are unqualified, misplaced, or irrelevant. To address this challenge, an innovative solution has emerged that effectively narrows the information gap, enabling asset managers to quickly identify the right individuals to connect with, the appropriate timing, and the relevant topics of discussion, which in turn allows wealth managers to focus on matters that truly matter to them. Fundpath has publicly committed to achieving carbon neutrality in line with PAS 2060 standards, and in addition, the organization aims to promote more efficient practices while minimizing wasteful ones, contributing to a reduction in the industry's indirect carbon emissions. This proactive approach not only enhances operational efficiency but also aligns with the growing demand for sustainability in financial services.
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enVisual360
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Pricing
Pricing Starts At:
Free
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Fundpath
Year Founded:
2021
Headquarters:
United Kingdom
Website:
www.fundpath.co.uk
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Product Details
Platforms
Mac
iPhone App
iPad App
Android App
Types of Training
Live Training (Online)
Customer Support
Online Support
Fundpath Features and Options
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