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A fund desk site that stops claiming it beat the market.

Our funds beat the market is the sentence this homepage has to lose. A shareholder needs a person, not a trophy. Funds@ can take a prospectus request. Advisors@ can take the relationship. Service@ can take the broken link, the wrong share class, and the form that will not upload. The page names the share classes the firm actually handles and points at the expense table inside the firm's own prospectus. It does not borrow a ranking.

The sentence about beating the market

Strike that sentence even if a factsheet somewhere else is flattering. A past result with no date, no share class, and no owner is advertising dressed as history. The homepage can say the firm services shareholders in named funds. It can link the prospectus the issuer published. It cannot tell a reader the fund beat anything, and it cannot hint that next year repeats. Service@ is where a shareholder reports a bad link to that document.

If marketing wants a number on the page, the number has to be a date: when the firm last reviewed the links. That is a maintenance fact, not a performance fact. Advisors@ can discuss a household only after the firm has its own agreement. The public site does not start that conversation with a chart. Funds@ receives requests for the current prospectus and for the share class the shareholder already holds.

Share classes the desk actually handles

Name the classes. If the desk handles institutional and a retirement class, say those names and skip the alphabet the firm does not touch. A shareholder who holds the wrong class will write service@ asking for an exchange the firm may not process. The page should say whether a class exchange is something this desk does. Expense language lives in the prospectus. The site can say where the table sits. It should not retype the ratio and let it go stale.

Advisors@ is for the firm that already has a relationship and needs a class confirmed before a ticket. Funds@ is for the document. Mixing them means a prospectus request waits behind a planning call. Put both addresses on the fund page, with one line each about what to include. A ticker, a class letter, and a statement date are enough. Do not ask for a password to the custodian.

A prospectus request is not a pitch

When someone asks for a prospectus, send the document or the official link. Do not attach a cover note that says the fund is a good idea. The firm's compliance file already has a rule for that, and the website should follow it. Service@ fixes delivery problems. Funds@ owns the shelf of current documents. If a class is closed, say closed, and name the class the firm still handles.

A shareholder comparing expenses should be pointed at the table, not handed a rewritten version. Retyping a ratio is how a site invents a number. Leave the issuer's figure in the issuer's file. The page can explain, in ordinary words, that share class changes the cost and the compensation the firm may receive. It cannot say which class a stranger ought to buy. That conversation, if it happens at all, belongs with advisors@ under the firm's own process.

Starter can hold a fund desk that only needs the prospectus path, the share classes it handles, and funds@, advisors@, and service@ clearly split.

Motus is not a broker-dealer, adviser, or trading venue. We do not promise a return, quote a market, or say a visitor is approved to open an account.

The package

Starter is $274, Growth is $597, and Authority is $1,197. Each price is one time. Year-1 hosting is included, then hosting is $150 a year. There is no monthly website retainer. Company email on your domain can use funds@, advisors@ and service@. A mailbox-provider seat fee and a registrar's domain fee are quoted before they start. We do not provide the licensed service.

Buy Growth — $597 Buy Starter — $274 Authority is $1,197

Send intake or see all three packages. Transportation companies still start at trucking websites.

Questions

Which fund share class does this desk actually service?
The classes named on the page and no others. Institutional and retirement, if those are real, should be written out. A closed class should say closed. Service@ hears about a class the shareholder already holds. The site does not pick a class for a stranger.
Where does a mutual fund prospectus request go?
Funds@ receives it. The reply is the issuer's document or the official link, without a cover note calling the fund a good idea. Service@ is for a broken link. Advisors@ is for a relationship the firm already has, not for a cold document request.
Does an ETF page get to claim a market beating year?
No. That claim is the sentence to remove, even when a factsheet looks flattering. A past result needs a date, a share class, and an owner, and this studio will not supply them. The page links the prospectus and stops.
What expense wording belongs on a fund service site?
Point at the expense table in the prospectus. Do not retype the ratio. The page may say, in ordinary words, that share class changes cost and how the firm may be paid. It may not tell a stranger which class to choose.

Keep reading

Motus Website is a private studio. We are not a broker-dealer, insurer, lender, real-estate licensee, or government office. We do not file a license and we never ask for a portal password. Call +1 682 978 8641 or write [email protected].

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