For various reasons, investors have hard a hard time making sense of how well they’ve performed. Brokerage statements are broken and without the right tools to measure performance, investors (and their advisors) have suffered.
Until blueleaf came along. Founded by John Prendergast, this week’s guest on Tradestreaming Radio, the firm provides client reporting and portfolio monitoring tools to advisors and their clients. Simply and elegantly.
Continue reading “Helping advisors, clients monitor investments smarter – with John Prendergast”