Watch Founder Sean Kruzel walk through the four core components driving the Relative Replacement Score while showing examples of how financial advisors, fund issuers and investment strategies use the head-to-head comparisons to drive actionable analysis
The dream of fintech is to democratize access to investment tools, but its lack of diversity is a huge problem. The first step toward achieving the field’s full potential is sparking an industry-wide diversity and...
Replacement Quality Score The power of the Portformer Replacement Quality Score lies in its ability to quickly and clearly summarize thorough quantitative comparisons between ETFs, Mutual Funds, and portfolios...
Source: Asset management companies are finding the head to head competition greater than ever as the demand for models is building and consolidation is emerging selectively within the industry. With downward pressure on...
Use our head-to-head Replacement Scores™ to quickly create client proposals, discover funds, improve model portfolios, and monitor investment plans
Sean Kruzel
Anthony Franklin
John DiBenedetto
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