A big percentage of our members are industry professionals (investment advisors, financial planners, etc.), presumably using our platform behind the scenes to assist in advising clients. We’re quant finance geeks at heart, and we built this site from that perspective (just the facts ma’am), but we want to make sure that our platform is also meeting the unique needs of these professional members.
So if you’re an industry professional, we want to hear from you: What can we do to help you be successful?
Perhaps that’s a “fact sheet” for each strategy or model portfolio, complete with your company’s logo. Or X number of hours of bespoke analysis from our team each month to test your unique ideas using our platform and data. Or unlimited custom model portfolios. Or maybe it’s something else entirely that’s outside of our purview.
If it makes business sense, this will eventually become a new “professional” membership level with features unique to this group’s needs.
Please send your thoughts via our contact page. We look forward to hearing from you.