July 8, 2019 | Article

The RoboWholesaler platform makes it easy for financial advisors to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds in just three clicks.

The brainchild of industry veteran Laurie Marchel, the site aggregates fund fact sheets and wholesaler information for the top 10 performing equity and fixed-income mutual funds in dozens of categories, ranked only by performance and updated in real time.

All featured funds are Class A, Class I or Class N fund shares, excluding sales charges and other fees and expenses. Funds are selected quarterly, based on performance.

The full article is available on FA-Mag.com

Images from FA-Mag.com

 

I verify that I am a registered Financial Advisor serving clients, not an individual investor and have read and agree to the Terms of Use and Privacy Policy.