Tag : CEO of AdvisorPeak

AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
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