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Modular Platform for Financial Professionals

Modular Platform for Financial Professionals

Wealth Managers and Financial advisors are not effectively managing their practices based on problems as simple as client on-boarding to more complex ones like portfolio analytics. WealthTab's platform allows the professional to integrate with third-party services to optimize their workflow. The investor side of the platform is built to transparently and intuitively organize investment information and to promote interactivity with their advisor.

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Founder of WealthTab. Background as an investment analyst and trader.