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The FundProfiler Advantage: Mutual Funds, ETFs, Stocks and More

FundProfiler is updated daily and monthly to help Canadian investment and financial advisors simplify their investment research process, analyze funds and craft optimal portfolios based on their clients’ Know Your Client profiles.

FundProfiler provides access to detailed coverage on thousands of Canadian investment funds – Mutual Funds, Segregated Funds, Hedge Funds, Pooled Funds, Exchange Traded Funds (ETFs), Linked Notes, and more. It also includes coverage of North American stocks with access to market data on shares trading on the TSX and TSX Venture Exchanges, the New York Stock Exchange, and NASDAQ. With FundProfiler, you’ll get current data allowing you to easily compare investments, analyze portfolios and generate professional PDF reports.

FundProfiler is divided into five simple sections: Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Watch Lists and a Portfolio Management Tool. Providing an intuitive, time-saving way to research and analyze investment products and track client portfolios – with no cumbersome application switching or confusing interfaces. Find out more about these individual sections, or click here to sign up today for a free 30-day trial.

Key Features:
With FundProfiler you can quickly and effectively access:
  • The most comprehensive database of Canadian investment funds
  • Powerful search filters and result views
  • Detailed fund comparison and watch list tools
  • Professional-quality PDF reports for client presentations
  • Portfolio tracking and analysis
  • Bilingual (English and French)