Funds that fit the client.
Help advisors identify funds that best meet each client’s needs and support their goals. Narrow thousands of options to relevant candidates, with a clear rationale to share.
Better advice.
More time for clients.
We build AI tools that support better-informed advice, reduce manual compliance work and speed up onboarding. Designed around your firm’s processes, systems and controls.
[Discuss your firm’s priorities]Serve clients better.
Reduce the work around it.
Compliance built into the work.
Automate documentation, required checks and approval routing. Keep the evidence with the work so it is easier to review later.
A faster start for clients.
Connect intake, checks and handoffs. Reduce repeated entry and missing-information follow-ups that delay onboarding.
Production experience.
Applied to your firm.
We have built AI since late 2022. Our products and purpose-built agents are in production.
Your firm benefits from our experience in document processing, source references and checking outputs. Our proprietary development process turns written requirements into software tested against your real work.
[How we build]How Fund Selector works.
See how Muuvment Fund Selector turns your client’s needs into relevant fund options, then prepares the reasoning in a report you can review and share with them.
01 / Client context
Start with the client.
Link the research to a client from the first step. Find new funds or start with an existing fund to look for comparable alternatives.
Watch this moment 0:24–0:3102 / Search criteria
Describe the need. Check the criteria.
Describe what the client needs in plain language. AI translates that request into filters such as risk, asset class and geography, which the advisor can check and adjust.
Watch this moment 1:38–1:4603 / Scoring
See why a fund ranks.
A rules-based scoring engine ranks eligible funds. Open the score breakdown to see how each measure contributes, so advisors can inspect the reasoning behind the shortlist.
Watch this moment 2:28–2:3604 / Refinement
Test alternatives. See what changes.
Change the geography, investment style or asset class in the same conversation. Re-run the scoring and compare the results before deciding what belongs on the shortlist.
Watch this moment 3:15–3:2305 / Exclusions
Record why a fund is ruled out.
An advisor can exclude a fund and record the reason. That decision is carried into the report, and the next scoring run leaves the excluded fund out.
Watch this moment 3:51–3:5906 / Review
Drafted by AI. Confirmed by the advisor.
The conversation becomes a draft recommendation rationale. Answer follow-up questions, request changes and confirm the wording before the report is prepared.
Built with Canadian compliance requirements in mind, including applicable CIRO rules and the client-focused reforms developed by the CSA.
Not legal advice. Have your own team review outputs against your firm’s applicable requirements.
Watch this moment 5:12–5:1907 / Report
Bring the decision into one record.
Generate a KYP report with the search criteria, scoring, rationale, advisor comments and exclusions. Choose English or French, then review the record before approval.
Watch this moment 6:00–6:08
01 / 07 Scroll to exploreChoose a feature
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Adapt it to your firm.
- Your funds and criteria. Configure the approved universe and scoring methodology.
- Your systems. Agree what can be reused, adapted or built for your workflow.
- Your advisor’s decision. Advisors review the evidence and remain responsible for recommendations.
Watch the narrated product walkthrough · 6:36
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A new generation
of onboarding.
Less manual work. No vendor backlog every time your workflow needs to change.
Your exact workflow.
Build and update your own forms, rules and approval steps. Fit the tool to your firm, with fewer workarounds and routine vendor change fees.
Less repeated entry.
We are building AI assistance to pre-fill forms from conversations, existing client profiles and documents, ready for your team to check.
Your systems and controls.
Connect the systems you already use. Agree your privacy, security and hosting requirements, including Canadian hosting or on-premises options.
Build it with usShape it around
Shape it around
your firm from the start.
Help us build the next-generation onboarding and Know Your Client (KYC) tool. Get deep discounts and upfront customization around your firm’s exact workflows.
[Get in touch to build with us]Confidentiality / Privacy / SecurityYour data.
Your data.
Your rules.
Set the privacy, security and confidentiality requirements for your firm. We assess the hosting, models and controls needed to meet them.
Choose where data runs.
Explore Canadian storage and processing, or an on-premises environment. We check which models and integrations can support your requirements.
Control access and decisions.
Decide who can see documents, use tools and approve results. Keep review with the people responsible for the work.
Define how information is used.
Agree what information may be used, how long it is kept and what is logged. Confirm model-provider data-use terms before using sensitive information.
How we confirm the deployment
Before launch, we map storage, model processing, backups, logs and third-party access. The chosen tools must support your requirements. Canadian hosting alone does not mean every model call is processed in Canada.
Measure what
improves.
Agree a starting point, then test one workflow.
- Time. How long does a reviewed recommendation or onboarding take?
- Quality. How many files are incomplete or need corrections?
- Total cost. Does the improvement justify the build and running costs?
Use the pilot results to decide whether to expand.
Where does your team
lose time today?
You do not need a fully defined project. Tell us what you want to improve.
[Discuss your project]