Best Mutual Fund Interactive Application

This on-line application was developed to provide advisors with a tool they could use in order to determine the right Symmetry mutual fund to sell to their individual clients.

Each webpage is hosted and has its own URL which allows advisors to log in and enter their client’s information, answer the risk profile questions, or shortcut straight to a portfolio selection. The Advisor can then print a personalised report with recommendations for the client that meet regulatory requirements. The Advisor also has the ability to print a paper based questionnaire to generate a record of the client’s responses.

The tool is accessible to Advisors to use on their desktop, laptop, tablet or smartphone. The webpages are mobile friendly, rather than mobile optimized.

Contributors:

BLUERUSH

Location: Canada