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Prospectus Mutual Funds

The costs, complexities and inefficiencies of purchasing and redeeming, and an overall negative perception about traditional prospectus mutual funds compared to ETFs, have led to their limited take-up in fee-based investment accounts.

At NEO, we believe that both traditional prospectus mutual funds and ETFs are important components in every investment portfolio and have listened to the industry’s demand for an innovative solution.

With NEO Connect, we allow investors and advisors to benefit from prospectus mutual funds at a lower cost and with greater efficiency.

True active-management is making a comeback, and NEO Connect is here to ensure it will be a positive investment experience for all.

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Our experience with a variety of dealers and technology platforms makes for a seamless on-boarding process that will have a dealer and its advisors set up for transactions in no time, using existing equities trading systems that are already part of their workflow. Let’s get started.

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