This article briefly describes one of our clients and shares their experience using Portformer and other technologies to address their specific client needs. This particular advisor is the owner of a third-generation...
Category - Case Studies
Case studies and use cases from our clients and partners. See how Portformer can help you.
John DiBenedetto
Andrew KebalkaCase Study: A Betterment Advisor analyzes Dimensional Funds
The challenge for the emerging advisor The advisor with $100M+ in AUM is a standalone advisor/owner based in the Northeast. His clients are mostly mass affluent with some business owners and corporate executives. His...