FundKeeper helps firms comply with the DOL Fiduciary Rule
The DOL Fiduciary rule going into effect in April 2017, is leading many intermediaries to seek additional methods for control and oversight of fund line ups and the resulting shareholder accounts. With FundKeeper, you can control the fund lineup both for retirement and voluntary accounts. All of your direct mutual fund accounts are consolidated onto a single mutual fund focused platform, without the complexities and nuisance fees often associated with a brokerage platform so that you and your clients can see their entire mutual fund investment portfolio. Also with FundKeeper, Advisors can tap into a revenue stream that you may not be getting from your brokerage partner. Contact us if you would like to know more about how Envision can help you with your DOL responsibilities.