Welcome to RoboWholesaler

 

Introducing a fast, convenient way to get the mutual fund information you want

We are pleased to announce the launch of RoboWholesaler. RoboWholesaler offers you a fast, easy way to review fund performance rankings and get up-to-date fund fact sheets for top-performing funds that offer an at-a-glance summary of fund information you want.

RoboWholesaler is a one-of-kind, breakthrough platform for tracking Class A mutual fund shares by investment category, sector and annualized returns. We rigorously research third-party performance data to objectively select all funds ranked and featured on the site. With just a few simple clicks, you get the convenience of quickly accessing fact sheets for the funds you select.

Discover the advantages of RoboWholesaler

 

  • Robust, user-friendly leading mutual fund screening tool that allows to research and review leading funds by category, targeted sectors and up-to-date 1-,3-,5- and 10-year performance ratings.
  • Funds selected quarterly based on fund performance and Morningstar® category. Profiles include instant-access, downloadable fund fact sheets.
  • No fee, user IDs or log-in passwords required
  • Ability to connect with top-ranked mutual fund Wholesalers based on your preferred method of contact.
  • Access to high-impact marketing solutions to help you grow your practice

 


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.