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Potomac Unveils New Proposal Software Guardrails

Published: January 26, 2024

Potomac Fund Management, Inc. ("Potomac"), a rapidly growing investment strategist and TAMP, is pleased to announce the release of their new model analysis and proposal software, Guardrails. "Financial advisors have access to more model portfolios...

Source: lelezard.com

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United StatesJeff GoodnowManish KhattaPraveen GhantaModel ResearchPotomac Fund ManagementProduct ServicePotomac Unveils New Proposal Software GuardrailsPotomac Fund Management IncFund ManagementChief Growth OfficerHidden LeversConquer Risktm

Potomac Blows past $1.2 billion, Launches on Two New Distribution Channels and Sets Stage for the Next Chapter

Published: September 19, 2023

MIAMI--(BUSINESS WIRE)--Sep 19, 2023--

Source: valdostadailytimes.com

Related Topics:

United StatesEmilio EstradaGary ShilmanChristopher NortonManish KhattaBrian DumonteMark RuheJeff GoodnowPotomac Fund Management IncAdhesion Wealth Advisor SolutionsBusiness Development Representative At NitrogenPotomac Fund ManagementBusiness DevelopmentFund ManagementConquer RiskInteractive BrokersFusion CapitalChief Growth OfficerKey AccountsStrategic Accounts DirectorRegional ConsultantRegional Vice PresidentRelationship ManagerAdhesion Wealth AdvisorBusiness Development Associate