|FundEX Investments Inc. Associates|
As part of the FundEX Investments Inc. family of advisors we enjoy an industry leading back office and we are supported by a strong management team in the head office. The benefit of our national scale provides us with opportunities to efficiently apply unique front office solutions while preserving our independent minded processes. As a founding member of the FundEX Advisory Council, it remains a privilege to continue in the support and development of industry leading practices with respected peers and associates.
PEACE may be extended from any existing web site and you may invite the professional associates and business owners of your choice. There is no cost for the use of this plug-in, we just ask that you make a $100 donation to any registered charity you like and you're free to build out your own private network of PEACE associates in the manner of your choosing. Simply have your web master contact us and we'll put your people in touch with our people!
Client Relationship Management (CRM) systems are an integral part of professional practice management. We've adopted Microsoft Dynamics, an off the shelf CRM, and customized it to support the best practices and procedures of the wealth management industry. These customizations are a terrific head start for any FundEX Investments Inc. advisor wishing to switch over to this state of the art technology. The best part of this offer is that the modifications are being shared for FREE and they represent terrific value for practices of all sizes. Contact David Atwood at 519-434-8807 for details.