Head-to-head Mutual Funds and ETF comparison. Save time, slash fund fees, and win clients with clear proposals. Built for Investment Professionals.
Boston, MA
Joined October 2018
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Why are investors fleeing to passive funds? Find out in our new white paper: portformer.com/active-manage… #fintwit #wealthmanagement #mutualfunds #financialplanning
I just uploaded “Breakpoint - SPY during the COVID correction” to #Vimeo: vimeo.com/713369703
I just uploaded “Breakpoint.mp4” to #Vimeo: vimeo.com/713370123
Portformer | Portfolios. Made Better. retweeted
Founder @jnordvig on @CNBC Special on the #RussiaUkraineConflict with @SaraEisen talking European #energy infrastructure - it will have to be fundamentally revamped.
Waking up to see our name in lights (and in good company) @FutureProofAC
@portformer @Riskalyze
If you're a good person and know the #moderndatastack, reach out for an interview! #hiring
Fun reading: towardsdatascience.com/how-t…
@getdbt #dbt #githubactions
Asset Managers Universally want to outsource data management 🤔
🙋@BNYMellon @BNYMellonWealth
bnymellon.com/content/dam/bn…
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Portformer | Portfolios. Made Better. retweeted
I took a deep dive into @QuiverQuant #WallStreetBets discussion data here. Turns out there is some good #signal in the #noise.
Follow updates to the analysis here:
portformer.com/quiver-quant-…
#WSB #backtest #stocks #quant #portfolio #fintech @portformer
My head of research @jeffdoeshashtag was interviewed by @WSJ
@Gimletmedia about #wallstreetbets early days. Candid and informative. Must listen. podcasts.apple.com/us/podcas…
Portformer | Portfolios. Made Better. retweeted
This #SCOTUS ruling will continue to make it much easier for #fintech funds to develop better 'rip-and-replace' solutions for enterprises. Am I wrong?
arstechnica.com/tech-policy/…
@altruistcorp @Riskalyze @portformer
Portformer | Portfolios. Made Better. retweeted
Paying higher fees for the same risk/return sucks... @portformer can help...
I love the quote "think of fees, like termites. They're tiny, they're barely noticeable, and they can eat away your f***ing future!" @iamjohnoliver youtu.be/gvZSpET11ZY?t=507
To follow the top 100 in #fintwit who talk #politics xitter.cf/i/lists/12127265300796…
Your Twitter feed is going to be noisy tonight, hopefully these will be less so...
We've acquired Passiv.AI! Unprecedented insight into institutional asset flows (passive and active) across stocks, industries, and sectors. Founder @jeffdoeshashtag is our new Head of Market Intelligence! @seankruzel #WealthManagement #fintech #FintechNews
New interface on the way for our #etf and #mutualfund discovery and comparison platform! #fintwit #WealthManagement #rias #financialplanning
Great epsode with snappy kraken's @robertsofia about advisor lead gen. Also thanks for the shout-out early in the episode to our founder @seankruzel
Good one @DefineFinancial! taylorschulte.com/snappy-kra…