New York, NY
Summary
This platform provides wealth advisors with user-friendly software that delivers market and economic insights, enabling them to enhance client communications and engagement. It offers customizable content, including chartbooks and talking points, to facilitate meaningful discussions about market conditions and investment strategies. The service aims to save advisors time and resources while helping clients maintain a long-term investment focus.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
7.5 years — Since Jun 2017
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology and Wealth Management
2. Portfolio Management
Vendor
Source
Mailchimp
TXT Record
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2018 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2019 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2020 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2021 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2022 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2023 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2024 |
|
|
|
|
|
|
|
|
|
|
|
|