FundProfiler has a dedicated mutual fund search tool. Whether you use the simple fund look up or advanced search filter, you’re sure to find your favourite mutual funds in Canada’s all-inclusive investment fund database.

Quick Mutual Fund Search: Allows the financial advisors to search by name, Canadian Investment Funds Standards Committee (CIFSC) categories and sort by FundGrade or performance returns.

Advanced Mutual Fund Search: Developed to help you target specific mutual funds. Built on robust performance and risk metrics, industry classifications and cost structures, FundProfiler lets you accurately and efficiently short-list funds to each of you clients’ KYC specifications.

A first of its kind for financial advisors using a portfolio research and analysis tool: the FundProfiler ETF screener.

The advisor-focused ETF screener quickly locates your favourite picks. The advanced search filter enables you to easily compare and analyze Canadian-based ETFs.

Quick ETF Search: Allows the financial advisors to search by name, Canadian Investment Funds Standards Committee (CIFSC) categories and sort by FundGrade or performance returns using the column headers.

Advanced ETF Search: Developed to help you focus on specific ETFs. The Advanced Search tool is built on robust performance and risk metrics, industry classifications and cost structures No more tedious manua sifting. Quickly, accurately and efficiently short-list ETFs to each of your clients’ KYC specifications.

Find all North America’s stocks under the same hood. FundProfiler allows you to search, analyze and pick the best stocks for your client’s portfolios. Simple and advanced search fields help you speed up the security selection process.

Stock Search: You can easily search for North American stocks by company name, ticker symbol and markets among other filters.

Advanced Stock Search: Includes the ability to filter search findings by market value, share price, price to earnings and price to book ratios. Furthermore, the advanced search filter lets you explore a variety of financial data tabs, including a custom view to sort stocks by various metrics. A truly time-saving search filter..