for Advisors

expertise to those dedicated to building the world's wealth

for Financial Professionals

Since 1997, FundNet has quietly helped thousands of financial planners, digitally communicate with hundreds of thousands of client’s, delivering millions of pieces of information.  Today we use the world's best software tools on your behalf to do so while delivering up to the minute digital mobile reporting.
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For Distribution

communications technology
strategies

for Distribution 

Since 1997, FundNet has quietly helped thousands of financial planners, digitally communicate with hundreds of thousands of client’s, delivering millions of pieces of information.  Today we use the world's best software tools on your behalf to do so while delivering up to the minute digital mobile reporting.
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FinTech

understanding the culture

The nature of distribution defined for Fintech

Since 1997, FundNet has quietly helped thousands of financial planners, digitally communicate with hundreds of thousands of client’s, delivering millions of pieces of information.  Today we use the world's best software tools on your behalf to do so while delivering up to the minute digital mobile reporting.
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Executive

technology & communications 

for Financial Professionals

Since 1997, FundNet has quietly helped thousands of financial planners, digitally communicate with hundreds of thousands of client’s, delivering millions of pieces of information.  Today we use the world's best software tools on your behalf to do so while delivering up to the minute digital mobile reporting.
Read more

For
Advisors

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Distribution

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For
Fintech

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Expert advice on practice mgt



Since 1997, FundNet has quietly helped thousands of financial planners, digitally communicate with hundreds of thousands of client’s, delivering millions of pieces of information.  Today, we use the world's best software tools on their behalf to do so while delivering up to the minute digital mobile reporting.

Outreach
Analytics
communications
platform

In short:  we help advisors Work with

  • Modern solutions for advisors

  • Integrations with industry standards

  • 'value based approach

platforms

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process

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plans

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Welcome to FundNet

Since 1997 we've helped craft and implement marketing & client communications  strategy for advisors and firms.   Over that time we have quietly helped thousands of advisors, in both public and private wealth management firms, improve their overall offering,  client acquisition and retention.  All while delivering clients better clarity and truer emotional contact with their representative which help them provide better overall service which creates more wealth - for all.  You could say that we're the guys, that help plan it all out.  It's a very niche thing.

So we're on a mission to help those, that are helping others to build wealth.  To do it faster and better.  Because more successful clients mean a better future for us all. 
We've made a commitment to providing  an open source approach to communications and security strategy.  One that combines integrating both the world's best  tools and regular professional guidance.  Let's enable more profitable relationships, better clients, and an improved life for all.

Distribution

Marketing  Stack  Strategy

Advisor web

Positioning & Brand Content

Mobile 

Apps & Technology

security

Planning and Monitoring

Hardware

Gadgets  and New Tech

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Using these and other world class tools

We help our financial advisor clients use the world's best software to communicate with their clients and prospects. We help them provide better service, maintain better relationships and deliver better results so that both they and their clients can lead great lives.

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