Products
Datasys

Datasys   Datasys is a database with more than 5000 Mutual funds available in Canada. The software can be used alone to get the monthly data and to make your own list. You can also use it to prepare the fund lists you want to transfer to Funport in order to study and built your portfolios. The data are organized to make easier the job of an advisor particularly for the sales pitch and for the compliance with the codes.
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Funport

Funport   Funport is a software to build portfolios of mutual funds by the optimization of the diversification. The statistical approach has a lot of advantages and all the measures can be used easily to liven up your description of a portfolio. It’s a real selling tool and a unique resource to make decisions.
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