What is FundClick?
FundClick is an e-commerce solution for platforms and wealth management product providers that delivers a market-leading online experience for financial planners and their staff. FundClick is a fully hosted, on-demand application that can be rapidly configured and integrated into your website & technology infrastructure.
The easy to use Online Application Wizard ensures a higher percentage of applications are completed and submitted. Email alerts keep advisers up to date with the status of every application and provide a valuable pipeline of activity.
FundClick is a low-risk solution that places you at the forefront of the online efficiency discussion with your distribution customers. It is a rapid and cost-effective alternative to developing and maintaining in-house technology.
