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Robowholesaler.com offers you a fast, easy way to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds that offer an at-a-glance summary of the fund information you want.

RoboWholesaler is a one-of-a-kind, breakthrough platform for tracking Class A, Class I or Class N fund shares, excluding sales charges and/or other fees/expenses excluding sales charges by investing category, sector and annualized returns. We rigorously research third-party performance data to objectively select all funds ranked and featured on the site. With just a few simple clicks, you get the convenience of quickly accessing fact sheets for the funds you select.

Easy as 1, 2, 3

Step 1

Find your Fund

Step 2

Find the Fact Sheet

Step 3

Connect with the Wholesaler on YOUR terms

Discover The Advantages

Let me start working for you and experience the one-stop way to get the top-ranking mutual fund information you want.

Robust, user-friendly, leading mutual fund screening tool that allows you to research and review leading funds by category, targeted sectors and up-to-date one-, three-, five- and 10-year performance ratings.

Want Laurie to speak at your event?

Laurie has spoken on the topic of blended family finances and innovations in financial services at meetings and conferences across the country and may be available to speak at your event.

Wealth Management

Driving the industry into the digital world and giving women greater opportunity to thrive in the new age of wealth management.

RoboWholesaler

A fast, easy way to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds that offer an at-a-glance.

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