Fund Manager - Personal 11.4 Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments
Mutual Fund Company Fights Back Against Phishing After working with the SEC to shut down an unauthorized version of its Web site, Pax World Funds has issued six "phishing tips" that mutual fund investors can use to spot and avoid fake Web sites.
Mutual Fund Firms Angle for Advisor Loyalty Many times, personalization and CRM efforts are aimed toward customers or end-users of products and services. Often, though, they are aimed at channel partners, which, in the case of mutual-fund firms, are financial advisors.