External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Small
- Solo
Product Description
Product Positioning
Mutual fund and ETF cost analysis tool measuring fees, taxes, and total ownership cost.
Description
Personal Fund provides mutual fund and ETF cost analysis that measures fees, taxes, and total cost of ownership, helping advisors and investors compare funds and minimize the drag of costs on returns.
APIs and Security
Security checks
None
Public APIs
No
