WORKFLOW01SEARCH
Search and filter
Search across providers and product types. Use filters for life, TPD, income protection, super and pension products.
HOW IT WORKS
From provider hunt to SOA-ready reference in five minutes.
FundFetch is a search-first PDS & TMD finder for licensed Australian advisers. Three steps replace the tab-juggling: find the documents, hold them in a selection, then export a reference table you can paste straight into a Statement of Advice, Record of Advice, or file note.
WORKFLOW
DESIGNED AROUND ADVICE WORKFLOWS.
Built specifically for the way advisers actually work. Find, shortlist, and document product research in minutes, not hours, without jumping between provider sites.
02SELECT
Build your selection
Add PDS and TMDs to your selection. Keep relevant product details together.
03EXPORT
Copy for your records
Copy a clean, tab-delimited table directly into your SOA, ROA or file notes. Download previous archived effective dates.
What you can do without an account
The public finder is free to search. Browse by provider, filter by product category (life, TPD, income protection, super, pension, managed funds, ETFs), and open any current PDS or TMD straight from the issuer. Effective dates and version markers are visible on every result so you always know whether you're looking at the active document.
What you unlock when you sign in
- Favourites. Pin the products your client base actually holds so monthly reviews start from your shortlist, not the whole library.
- Selections + table export. Build a per-client selection, then copy a tab-delimited table that drops cleanly into Word, Pages, or your advice software with the right effective dates intact.
- Archive access. Pull any previous version of a PDS or TMD when you need to evidence which document you relied on at the point of advice.
- MCP server. Connect FundFetch to Claude, ChatGPT or Microsoft 365 Copilot and run the same searches from inside the AI client you already use.
The SOA reference block is the difference between “I read the right PDS” and “here's the line in the file showing I did.”
Built for the way Australian advice actually runs
Issuer websites are not designed for adviser workflows, they sell products. FundFetch indexes 23+ Australian product issuers daily so the version you see is the version they're distributing. Nothing is uploaded by users; nothing replaces the issuer's source. Every result links back to the original PDF on the issuer's domain so your audit trail is intact.
For licensed Australian advisers only. FundFetch does not provide financial advice or product recommendations. It locates issuer documents and helps you evidence what you relied on.