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Potomac Unveils New Proposal Software Guardrails

Potomac Unveils New Proposal Software Guardrails
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

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Potomac Unveils New Proposal Software Guardrails

Potomac Fund Management, Inc. ("Potomac"), a rapidly growing investment strategist and TAMP, is pleased to announce the release of their new model analysis and proposal software, Guardrails.

"Financial advisors have access to more model portfolios. ....

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Orion Brings Acquisition Components Together in One Unified Platform

The wealthtech company will also slow down its pace of acquisitions, as it focuses on bringing its tech components together into one platform. ....

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The latest in financial #AdviserTech — January 2022

Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech. ....

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The latest in financial #AdviserTech — December 2021

The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth. ....

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