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.