Sean Kruzel at Wealthstack Showcase

Portformer Relative Replacement Score

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

Sean Kruzel

Based in Boston, Sean is a portfolio manager, MIT grad, and founder of Portformer. When he’s not investing or programming, he’s probably sharpening his skis for the next icy, New England snowstorm. Check out his full bio here: https://www.portformer.com/our-team

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  • Workflows & implementable insights — to elevate each step of the advisor/client experience

    Use our head-to-head Replacement Scores™ to quickly create client proposals, discover funds, improve model portfolios, and monitor investment plans