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FundPOINT Suite
The industry's only Web-based data and desktop solution sourced daily from EDGAR
The NewRiver FundPOINT® Suite is the only solution set that ensures brokerage firms, retirement plan providers, service providers, and insurance companies with an advisor network have Compliance GradeSM data based on the funds they sell and service. The NewRiver FundPOINT Suite increases organizational efficiency and enhances the investor experience with four "best-in-class" solutions:
- FundPOINT Data
FundPOINT® Data is a unique compliance solution offering an unmatched combination of fund coverage, depth of data, accuracy, and timeliness.
- FundPOINT Desktop
FundPOINT® Desktop is a Web-based, "paperless" solution that simplifies the process of selling mutual funds while greatly improving your sales practices at the point of sale.
- FundPOINT Monitor
FundPOINT® Monitor is a Web-based email daily alert and information tool that notifies you of the compliance change affecting the funds or stocks you sell.
- FundPOINT Research
FundPOINT® Research is a comprehensive Web-based library of current and historical mutual fund documents sourced from EDGAR.
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