Fund Selector
Muuvment Fund Selector is an AI-enabled fund-selection and Know Your Product (KYP) tool. Explore how a working product can be tailored to your firm’s methodology, data, systems and review needs.
Is Fund Selector an off-the-shelf product?
Fund Selector availability
Muuvment Fund Selector starts from an existing working product and its capabilities, developed with Monarch Wealth. We assess how it could fit your firm, then tailor the workflow to your methodology, data and systems. An initial conversation establishes the deployment scope; this is not a self-service software subscription.
Scoping the workflow
Together, we establish the eligible fund universe, selection criteria, data sources, user access, review steps and connections to your systems. The scope identifies which components can be reused, which need configuration and which require new development.
We also agree data and software licences, hosting, costs and support. Your firm’s requirements determine the implementation and commercial terms.
Read the Monarch case study or discuss Fund Selector for your firm.
Does Fund Selector make independent investment recommendations?
Fund Selector and investment judgement
The Muuvment Fund Selector supports firm-defined fund research and review; it does not replace a firm’s product-review process, advisor judgement, or client-suitability responsibilities. The firm defines the criteria and review arrangements for its workflow.
Where review remains
The firm defines criteria and permitted information. An advisor or designated reviewer assesses results in the context of their responsibilities. The engagement should clarify how incomplete information, exceptions, explanations, and review records are handled.
What does deterministic matching mean?
Deterministic matching explained
Deterministic matching involves applying defined rules to eligible inputs. Each AI-generated explanation is a separate output and should be checked against its sources and the criteria.
Matching and generated explanations
Applying defined matching criteria and preparing a written explanation are separate functions. Review the criteria, inputs, and source material alongside any generated explanation. Ask how missing information is handled and what a reviewer can inspect in the particular implementation.
Can we see the implementation?
The Monarch case study describes the workflow, and we will be happy to provide a demonstration when you schedule a call. A short discussion can help us explore your requirements.