Leading independent broker-dealer firm to deploy FolioDynamix proposal generation, investment modeling, trading and reporting solutions with overlay management
"We have created J.P. Morgan Markets to give clients an intuitive user experience, and a convenient and efficient way to trade across different asset classes, all in one place,"
The awards seek to identify the best product offering based on functionality, usability, performance, return on investment and reliability in a wide range of categories.
The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information
To improve productivity and maximize clients' investments, AE 9 provides an ability to consolidate cash-flow forecasts, allowing clients to perform analysis, sensitivity and reporting.
The Chief Investment Officer of WCPC, Sean O'Hara, believes that this new relationship demonstrates the commitment the firm has to providing cutting edge asset allocation and risk management