Credential® :: Business Services :: Mutual Fund Dealer Services


	Stay up-to-date from the desktop

One of the ways that research, information, and support materials are distributed to representatives and their managers is through the Credential^® KnowledgeXchange^® extranet. It's a one-stop treasury of research and reference materials that can be accessed with a few clicks.

With the Credential knowledgeXchange, representatives can view system and sales manuals, Bellcharts, fund fact sheets, marketing materials, portfolio and financial planning tools, calculators, and sales presentations. Live conferences and archived audio discussions from portfolio managers are also online.

With this resource, Credential representatives are instantly connected to top-notch research, so they stay well informed and perform more efficiently.

Find the right wealth management solutions

Build better portfolios

Process mutual fund trades online

Stay up-to-date from the desktop

Improve client relationship management and increase sales results

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		Credential^® Select Portfolio Funds

		The Ethical Funds Company^TM

		Credential Financial Strategies



	To learn more about these services and the Univers EWMS online trade processing system, contact us at clientrelations@credential.com, or call 1.877.384.4225.


Credential Asset Management Inc. is a wholly-owned subsidiary of Credential Financial Inc. and is a member of the Mutual Fund Dealers Association.