Women are Making an Impact in the Financial Industry
Traditionally, and still to this day, men have dominated most industries, especially the finance industry. However, there is no better time than now for women to be making strides in industries across the board.
Take a Video Tour of RoboWholesaler! (Watch Now)
RoboWholesaler was created to save advisors like you time and energy. It’s the easiest way to find the most up-to-date fund information online in one spot. Take a video tour now to learn why busy financial advisors turn to RoboWholesaler to find the information they need! Watch now.
The Top Five World Stocks Funds So Far in 2018
If you’re looking for the top mutual funds for your clients, what do you do? Scour the internet for a bunch of fund fact sheets, line them up, and create a spreadsheet to compare them all? If so, you’ve come to the right place!
How to Use RoboWholesaler to Save Time and Compare Funds
Searching for Fund Information Too Much of a Hassle? Learn How to Make Your Search Easier with RoboWholesaler
How Top Advisors Are Saving Time Searching for the Right Fund Information
How much time do you spend each week looking up fund information? In the past month, how many fund fact sheets did you access online, and how many websites did you have to go through to find them?
RoboWholesaler Featured in ThinkAdvisor
RoboWholesaler, the one-stop shop for finding and printing fund fact sheets, was featured in ThinkAdvisor! ThinkAdvisor, a major publisher in the financial services industry with millions of monthly readers, featured RoboWholesaler as a way for financial advisors to save time and simplify their hunt for information on mutual funds.
Why I Created RoboWholesaler, the One-Stop Shop for Fund Fact Sheets
I’ve been working in the financial services industry for over 25 years. During my career, I’ve spent time with a lot of different financial advisors and investment companies. I’ve served on the broker-dealer side with A.G. Edwards and Edward Jones, and on the asset management side with Russell Investments, BNY Mellon/Dreyfus, and Invesco. My career has always been busy and involved a lot of travel. Throughout my career, I’ve learned to embrace technology to work efficiently.