It’s great to start our day with a mention in a respected newsletter! You can read the whole paper in PDF right here.
Ok, lets start with a snippet.
“According to our annual software survey, only a third of all advisory firms are currently availing themselves of these time- saving, return-enhancing features, and it is a bit of a mystery why that number isn’t higher. But if the other 66% of advisors have been waiting for a breakthrough technology in the trading/ rebalancing software category, the wait may be over.
Our management team has been at the forefront of the portfolio rebalancing software industry since 2007. Along the way we’ve talked to hundreds of advisors about what they want from their rebalancing software and it’s a tall order. Simple, fast, secure, powerful and affordable are common terms among the feedback. We’ve been hard at work rebuilding our software from the ground up, focusing on speed, critical features and interface usability. We are excited to show advisors how our software can save time, reduce errors and increase client retention and satisfaction.
Shout out to Bob over at www.bobveres.com Inside Information for the review and the permission to repost. If you’re not already a subscriber to this newsletter, sign up, you won’t regret the insight in your inbox on a regular basis. Here is what Michael Kitces had to say about it.
“A subscription to Inside Information is an absolute ‘must’ for financial planners serious about their professional and business success”Michael Kitces, The Kitces Report, Nerd’s Eye View
If you haven’t checked out what we’re building lately, get with us for a demo. We’ll show you around and answer any questions you have.