Start with the client’s goal.
Describe the education savings goal in plain language. Fund Selector turns the request into search criteria and ranks eligible funds using your firm’s rules.
An update for Federation members
Muuvment Fund Selector is live.
We’re thrilled to join the Federation of Independent Dealers as an affiliate member and launch our AI-enabled Fund Selector and Know Your Product (KYP) tool.
Live in production with Monarch Wealth Corporation.
From client needs
to a clear record.
Explore Fund Selector
Show the judgement behind the advice.
For a child’s education savings plan with about 13 years to invest, the advisor chose a medium risk limit to balance growth with preserving capital.
Why one option was ruled out
The fund had a new manager with too short a track record for the advisor to recommend it.
Carry the work into the report.
The research and rationale flow into a KYP report in English or French. The advisor adds comments and can review, amend and approve the report.
01 / 03Scroll to explore
Your firm sets the rules. Your advisor reviews the work and makes the suitability decision.
See the full workflow.
From a client’s needs to a reviewed KYP report.
December22026 · 12:00 EST
Join the Fund Selector webinar.
See the Muuvment Fund Selector in action. Bring your questions.
Can’t attend live? Register to receive the recording.
Register on ZoomWhat we’re
building next.
What could work
better at your firm?
We’d love to hear what Federation members want to improve.
info@muuvment.com