From Schwab IMPACT's dizzying array, one free agent tabbed FinFolio and its use of Windows 8 as a takeaway
Peter Giza was always the RedBlack guy until this year but now he's free to admire and comment on other vendors
Related Moves
Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?
The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader
June 11, 2019 at 9:49 PM
Building a robo for RIAs with (maybe) no robo baggage, 55ip sizzles with hires as it makes Matt Abar a partner and strives to make 'risk' a profitable, four-letter word
The PhD-laden startup semi-bootstraps on $10-million of VC cash becomes a FinFolio client, a Riskalyze poacher and a VEO player with a book of real customers
April 2, 2019 at 6:11 PM
intelliflo
Trading/Rebalancing
Top Executive: Nick Eatock
