George Guidotti on Clubhouse

Updated: Nov 26, 2023
George Guidotti Clubhouse
23 Followers
87 Following
Feb 9, 2021 Registered
@georgeguidotti Username

Bio

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

Last 10 Records

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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%

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