Portformer Kitces

Week In Review | 6 Dec 2019

Good day,

We hope everyone had a great week. We’re excited to introduce our current Week In Review and keep you up to date on some breaking developments at Portformer.

Kitces FinTech Solutions Map

We’re excited to gain our first mention in the Kitces newsletter and their wealth management technology map for the December, 2019 issue: 


Stay tuned here for more updates !


We have scheduled our next weekly webinar for Tuesday, December 17 at 2:00 pm ET / 1:00 pm CT. Our topic for this session will be

Webinar: Finding actively managed alternatives to ETFs that don’t statistically stink.

Here is the link for the registration –  Portformer Webinar

You don’t want to miss this one as Sean will be engaging with his audience in this time-critical topic ! As always, we will make the replay available via the website.

Popular Posts:

Here are the posts most read for this week on Portformer.com –

Question for the Week:

In your current technology development plan, what is your greatest concern around integration ?

Please let us know via our chatbox at Portformer or reply to this email.

What we’re Reading:

Here is a snapshot of the best articles compiled and read by our team for this week:

We’re engaged with a number of advisors on specific investment, technology or business development initiatives that have year-end impact for them. As always, let us know where we can help you move your business forward.

Please share with a colleague who would benefit from joining our community or you can find us on social media at Twitter @portformer and LinkedIn at Portformer.


Sean Kruzel and the Portformer™ Team

John DiBenedetto

Sales | Business Development | Customer Success

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