We want to make your life easy and fun so you are effective in your job. Keep things simple, life is complicated enough.


We built the company we would want to do business with. We hope you do too

  1. We deliver what it says on the tin: great value to the community of professionals promoting funds to institutional asset managers.
  2. We will never overlook the basics: great service, ease of use, honest pricing, and respect for your time, trust, and money.
  3. InstitutionalFundSales functionality is intuitive and designed to leap-frog your sales.
  4. Our customers fund our daily operations by paying for our services. We answer to them — not investors, or a board of directors.

Helping the most needed. InstitutionalFundSales wants to make a positive impact in the community. We sponsor a number of NGOs with 5% of the income generated.