FundPOINT Suite
The industry’s only Web-based data and desktop solution sourced daily from SEC’s EDGAR database. FundPOINT Suite ensures brokerage firms, retirement plan providers, service providers, and insurance companies with an advisor network have Compliance Grade data based on the funds they sell and service.
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Editorial Team
- May 12, 2021
- 1 minute
The industry’s only Web-based data and desktop solution sourced daily from SEC’s EDGAR database. FundPOINT Suite ensures brokerage firms, retirement plan providers, service providers, and insurance companies with an advisor network have Compliance Grade data based on the funds they sell and service.
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