Check with seller Trusted Sales Asset Management Service - FundFinity

Our Sales Asset Management Service at FundFinity is dedicated to empowering asset managers with tailored marketing and sales solutions for effective fund distribution. Our professional team understands the complexities of the market and offers strategic insights that enhance your outreach efforts. By leveraging our expertise, we help you connect with investors and maximize your fund's potential, ensuring you achieve your financial objectives efficiently and successfully.

How to start a relationship with your company?

A partnership with FundFinity typically begins with a no-obligation initial meeting to discuss the asset manager’s needs and expectations. This initial contact is followed by an extensive due diligence phase in which we assess the compatibility and potential for a successful partnership. The critical details of the partnership are then worked out, including the markets to be addressed, the funds to be distributed and the planned sales activities.

How does the cooperation with FundFinity work?

The collaboration begins with a thorough onboarding process, which includes an introduction to our processes, a review of the asset manager’s current distribution strategy, and a discussion of their specific objectives and requirements. Together, we develop a customised sales strategy. FundFinity assumes the role of an active sales partner by directly approaching potential investors and creating and presenting marketing materials and sales propositions.

What fees are charged for your services?

Our fee structure is designed with your needs and resources in mind. It is flexible, consisting of a fixed retainer that covers ongoing operational costs, and a performance-based component that is directly linked to the success of our sales efforts as measured by the assets under management acquired.
Phone: +49 (0)69 348 688 69-0

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