Better advice.
Less digging.
Find funds that best meet your client’s needs and goals, without getting lost in 40,000+ options.
Find the right funds
for your clients.
Find funds that best meet each client’s needs and support their goals, without getting bogged down in thousands of options.
Fund Selector helps you identify the right fit, then documents the reasoning in a report you can review and share with your client.
[See the workflow]Better advice.
Faster compliance.
Show the value of advice.
Reduce time spent on KYP documentation and give clients a clear account of how your advice supports their goals.
How Fund Selector works.
See how Muuvment Fund Selector turns your client’s needs into relevant fund options, then prepares the reasoning in a report you can review and share with them.
01 / Client context
Start with the client.
Link the research to a client from the first step. Find new funds or start with an existing fund to look for comparable alternatives.
Watch this moment 0:24–0:3102 / Search criteria
Describe the need. Check the criteria.
Describe what the client needs in plain language. AI translates that request into filters such as risk, asset class and geography, which the advisor can check and adjust.
Watch this moment 1:38–1:4603 / Scoring
See why a fund ranks.
A rules-based scoring engine ranks eligible funds. Open the score breakdown to see how each measure contributes, so advisors can inspect the reasoning behind the shortlist.
Watch this moment 2:28–2:3604 / Refinement
Test alternatives. See what changes.
Change the geography, investment style or asset class in the same conversation. Re-run the scoring and compare the results before deciding what belongs on the shortlist.
Watch this moment 3:15–3:2305 / Exclusions
Record why a fund is ruled out.
An advisor can exclude a fund and record the reason. That decision is carried into the report, and the next scoring run leaves the excluded fund out.
Watch this moment 3:51–3:5906 / Review
Drafted by AI. Confirmed by the advisor.
The conversation becomes a draft recommendation rationale. Answer follow-up questions, request changes and confirm the wording before the report is prepared.
Built with Canadian compliance requirements in mind, including applicable Canadian Investment Regulatory Organization (CIRO) rules and the Client Focused Reforms developed by the Canadian Securities Administrators (CSA).
Not legal advice. Have your own legal or compliance team review the tool, its outputs and their use against your firm’s applicable requirements.
Watch this moment 5:12–5:1907 / Report
Bring the decision into one record.
Generate a KYP report with the search criteria, scoring, rationale, advisor comments and exclusions. Choose English or French, then review the record before approval.
Watch this moment 6:00–6:08
01 / 07 Scroll to exploreChoose a feature
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Clear responsibilitiesYour firm sets the rules.
Your firm sets the rules.
Your advisor decides.
The firm defines the search.
Set the approved fund universe, eligibility rules, data sources and scoring methodology.
The scoring is explained.
AI interprets the request. A rules-based engine ranks eligible funds using the selected methodology.
The advisor remains responsible.
Inspect the evidence, amend the rationale and approve the recommendation.
Your firm controls security and privacy.
Deploy on premises or within your existing infrastructure. Your firm has full control over access, data handling, privacy policies and security settings.
Built around your firmYour funds.
Your funds.
Your workflow.
Start with a working product. Adapt it to your approved funds, methodology and systems.
We agree what can be reused, configured or built specifically for your firm.
[See the Monarch Wealth case study][Discuss Fund Selector for your firm]Total cost reportingExplain the work
Explain the work
behind the advice.
Total cost reporting (TCR) makes fund fees and trading expenses more visible to clients.
A detailed KYP record helps explain which alternatives were considered, why a fund was selected and the work behind the advice.
Fund Selector supports this conversation. It does not replace the required annual cost report or establish suitability.
Reporting dates, scope and source
The enhancements took effect on 1 January 2026, with the first enhanced annual reports covering the year ending 31 December 2026 and reaching clients in 2027. Reports include a fund expense percentage for each fund and aggregate annual fund expenses in dollars.
Cost comparisons depend on the data and product coverage enabled for your firm.
[ Read the regulatory source ]Build Fund Selector
around your firm.
You do not need a fully defined project. Tell us what you want to improve.
[Discuss your project]