US Wealth Management technology expert.
Consultant to financial advisors and the enterprises they depend on.
Backstory;
I co-owned, developed, and sold a software application called Grendel, a purpose built integrated CRM application for the FinTech/Wealth Management space. It was a family biz. We concurrently built, operated, and sold a dually licensed SEC registered RIA while we were at it.
My product development framework is Agile and includes projects such as rebalancing, CRM, portfolio analysis, portfolio modeling, multi custodial trading, bidirectional APIs, client acquisition, eSig, document storage, email capture, performance reporting, account aggregation, client portals, integrations, and navigating the SEC/FINRA compliance / regulatory environment.
Invited by: Giuseppe Arcimboldo
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Day | Followers | Gain | % Gain |
---|---|---|---|
November 26, 2023 | 23 | 0 | 0.0% |
July 15, 2022 | 23 | -1 | -4.2% |
March 24, 2022 | 24 | -1 | -4.0% |
January 26, 2022 | 25 | +3 | +13.7% |
November 11, 2021 | 22 | +1 | +4.8% |
August 19, 2021 | 21 | +1 | +5.0% |