Moneyball for mutual funds

Portformer™ is an online financial research tool that helps RIAs save money for their clients by finding low-cost ETF alternatives to mutual fund investments

Compare mutual funds with 1000's of low-cost ETF's

See fee savings by replacing high cost mutual funds 

Simple & secure report in minutes

Win new business 

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The $400 Billion Problem

The vast majority of mutual funds are not earning the fees they charge.  Over the next 5 years, we believe these funds will overcharge households, pensions and endowments by over $400 billion in fees! 

When funds are charging too much, switching to a portfolio of low cost ETFs can save your clients thousands of dollars a year and even lower their fees by over 50 bps.

#1 Traditional Fund Rating Agencies

  • Bucketing funds into 1 of 9 style categories

  • Box checking of characteristics

  • Overweight the importance of the 'all-star' management team.

  • Treat Mutual Funds as separate from ETFs


#2 Do it yourself

  • Gather information and data on the more than 9,000 mutual funds and 5,000 ETFs 

  • Spend the time running your own analysis 

  • Whittle down your list while trying to stay unbiased of performance and while running the rest of your business.

How are high fees being tackled today?

Portformer's Technology

  • Leverages the power of artificial intelligence and machine learning 

  • Identifies small portfolios of ETFs that consistently, concisely and most completely follow the performance of a mutual fund 

  • Validate if a fund is earning the fee it is charging and giving you alternative options if it doesn't. 

Choose which mutual funds you're interested in.  We'll compare them with thousands of competing funds and ETF's. 

Get a full report that shows our picks and comparisons—plus estimated portfolio savings if you switch out weak funds.




Instantly see which funds earn the fees they charge you—and which should 

be replaced with low-cost equivalents.


"Mind-blowing. I can't believe how much money I was throwing away on high-fee mutual funds."


Private Investor

This product is terrifying. Leave."


Chief Investment Officer

Boston-based mutual fund


Astrocyte Research

50 Milk St, Boston, MA 02109, USA

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