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Potomac Unveils New Proposal Software Guardrails

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.

Potomac Blows past $1.2 billion, Launches on Two New Distribution Channels and Sets Stage for the Next Chapter

MIAMI (BUSINESS WIRE) Sep 19, 2023

Axos Advisor Services Adds Potomac Fund Management to Money Manager X-Change Program

DENVER, CO and MIAMI, FL (PRWEB) April 04, 2023 Axos Advisor Services (“Axos”), a hybrid custodian and financial services company with powerful, integrated

AdviceTech.Live Proves Virtual Conferences Have Staying Power

Despite delays and glitches, the third-annual AdviceTech.Live event raises $32,000 for financial planning-related organizations.