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Marketing Sheets

Fundata’s Fund Marketing Sheets provide fund companies and financial advisors with a marketing tool that is effective for product promotion and brand building.

Overview


Fundata’s Fund Marketing Sheets provide fund companies and financial advisors with a marketing tool that is effective for product promotion and brand building.

Fundata’s Fund Marketing Sheets offer the following benefits

  • Customizable to the fund(s)

  • Attracting investors and advisors by providing up-to-date investment information

  • A cost effective method for providing clients with a quick-reference guide to key fund information

  • Delivering financial information that is custom-branded by the fund

  • Available in both English and French Available in monthly PDF files

Fund Marketing Sheets integrate Fundata’s sophisticated data processing capabilities into easily downloadable, printable PDFs that are ready for delivery to advisors and investors. Fundata’s Marketing Sheets are customizable to highlight the key features and strengths of each individual fund.

Contact us today to learn more on the benefits of Fundata’s Marketing Sheets.


Suited for Companies that Offer

  • Fund Companies

  • Advisors

  • Websites

  • Investors