A New Genre of Finance

The financial world has become complicated and unpredictable. You are faced every day with making timely portfolio management decisions on a growingly complex world. The tools concepts and philosophies that you have relied on have become obsolete and have failed to deliver portfolio performance and have exposed your customers to undue risk by utilizing one-size-fits-all or static passive investing.

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PortfolioXpert is backed by “Wall Street big beasts” that “helps financial institutions create and upgrade trading apps…as quickly and frequently as technology companies update apps on smartphones.”

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An Inside Look at PortfolioXpert

Our software platform simplifies the investment process by allowing advisors to automate investment products delivered t …

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Disrupting the Efficient Frontier

The new investment paradigm utilizing fractional shares will be the most efficient way to interact with the markets that …

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