WealthTech Today

WealthTech Today


#ItzOnWealthTech Ep. 59: Ahead of the Curve in Portfolio Management Systems with Matt Abar

July 24, 2020

"I feel like I've been ahead of the curve my entire career. And I don't necessarily mean that in a positive way, because we were out there selling web-based portfolio management before people really had a solid grasp on what the internet was. Like I mentioned, a lot of our challenges were describing what we […]