St. Louis, MO, February 2023 — Axos Invest selected RoboWholesaler to launch their new investor insight tool, FundFinder+, providing DIY investors unfiltered, unbiased, and objective access to detailed fund information, direct from some of the country’s leading asset management companies at no cost.
“The partnership between RoboWholesaler and Axos Invest made a lot of sense,” said RoboWholesaler CEO Laurie Marchel. “We knew we could tailor our online tool to adhere to the Axos brand and optimize a great user experience for their clients. Our focus continues to be on providing financial advisors and investors with an easy-to-use digital platform to access fund information in one location.”
FundFinder+ provides investors free access to sophisticated screening capabilities, fact sheets, and prospectuses for mutual funds and ETFs, white papers, research, and marketing tools to bring clarity to their overall investment strategy in one location.
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“Axos Invest is committed to bringing together an unparalleled array of powerful, streamlined personal investing tools to help investors of all levels build the portfolio they want on their own terms,” said Axos Invest Senior Vice President Tracy Gallman. “With FundFinder+, we feel Axos Invest has taken a huge step in that direction.”
RoboWholesaler offers opportunities for banks and investment firms to private label a similar online platform tailored to their company, their brand, and their clients. Please contact susanburton@robowholesaler.com if interested in learning more.
About RoboWholesaler
RoboWholesaler is the first private label solution for aggregating thousands of fact sheets and prospectuses for mutual funds and ETFs. RoboWholesaler provides easy-to-use, innovative web and mobile solutions for accessing fund information in one convenient location. For more information, visit robowholesaler.com.
About Axos Invest
As the retail investing arm of digital financial services provider Axos Financial (NYSE: AX), Axos Invest empowers Americans to meet their wealth goals with low- to no-fee investing. In 2019, Axos Invest was born through the acquisition of WiseBanyan. Axos Invest is committed to helping clients achieve their goals through digital advice solutions. Building on its Managed Portfolios platform, Axos Invest launched Self-Directed Trading in 2021, offering investors commission-free1 trades on eligible stocks, ETFs, and no-load mutual funds, plus options and margin trading for approved customers.
Securities and other non-deposit investment products and services are not deposits, obligations of or guaranteed by Axos Bank, are not insured by the FDIC or any governmental agency, and are subject to investment risk including possible loss of the principal invested. Past performance of a security does not guarantee future results or success.
1 $0 Stocks are limited to stocks listed on an exchange in the United States. Foreign exchange, stocks listed over the counter, and large block transactions requiring special handling may include charges.
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