The system contains almost all of the features found in leading CRM, portfolio management, and planning applications but was developed using automated code generation, enabling AdvisorPad to sell for a fraction of the cost of rival applications.
AdvisorPad founder, Vishwanath Sickthalamakth, says AdvisorPad’s planning module allows an advisor to utilize goal-based or cash-flow planning, and that the system is capable of illustrating seven “what-if” scenarios side-by-side. Sickthalamakth says the reporting application is integrated with account aggregation systems and us
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