Canadian advisor communications firm FundNET.ca has launched a free version of its software.
Under the free version, advisors are able to use FundNet’s RepMail eNewsletter and it’s AdvisorCare Client Survey package with up to 20 clients completely without charge.
“This is an excellent way for advisors to understand the long term benefits that compound over time when using a largely automated web service” says Jonathan Hunt, president of Saskatoon, Sask.-based FundNet.
“Today, advisors and independent firms are increasingly under fire from wary clients. With consumers increasingly skeptical about both the safety of their investments and the value of their advisor. There has never been a more important time to improve relationships” he says.
The new pricing follows on the recent release of FundNet’s mobile application. It allows advisors from dealers and firms with integrated statement data to access secure client information remotely.
IE
Advisor communications firm FundNet launches free software
Advisors can use newsletter and survey package with up to 20 clients free of charge
- By: IE Staff
- August 16, 2009 August 16, 2009
- 10:15