Artwork

Hosted by Julie Mochan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Hosted by Julie Mochan 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Episode 5: It's 2021! What did we see coming?

22:27
 
공유
 

Manage episode 288286324 series 2900270
Hosted by Julie Mochan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Hosted by Julie Mochan 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, Julie Mochan talks about the volatility in the "short squeezer" stocks and when RiskPro was able to spot the potential risk.
Julie's guest is Glen Schreitmueller, Chief Product Officer of ProTools, LLC, developer of RiskPro.
Glen and Julie dig into RiskPro, their new integration with Envestnet, and what a financial institution can easily do to uncover risk in their entire book of business before it can create a problem.
For the latest, visit Our Blog! https://www.riskproadvisor.com/blog
This is a short fun listen with bonus features like....how to create a "gutter garden" :) ping me for more links juliem@tpfg.com
Full disclosure - I never liked the word “ping” - unless it was accompanied by “pong”. Jus sayin.
About RiskPro

RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors, and home offices, utilizing a common language that is simple to understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA. To learn more about how RiskPro enables financial institutions to achieve Perpetual Suitability. visit www.riskproadvisor.com Follow us on LinkedIn
For more information about a "free look" period for your data, email us at: ENVRiskPros@riskproadvisor.com
About Envestnet

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies—leverage the Envestnet platform to grow their businesses and client relationships.

For more information on Envestnet, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn.

RiskPro and Envestnet are separate and unaffiliated firms, and are not responsible for each other’s services or policies. This release should not be construed as a recommendation or endorsement of any particular product, service, or firm.

Music by: Araelia Lopatic

  continue reading

12 에피소드

Artwork
icon공유
 
Manage episode 288286324 series 2900270
Hosted by Julie Mochan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Hosted by Julie Mochan 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, Julie Mochan talks about the volatility in the "short squeezer" stocks and when RiskPro was able to spot the potential risk.
Julie's guest is Glen Schreitmueller, Chief Product Officer of ProTools, LLC, developer of RiskPro.
Glen and Julie dig into RiskPro, their new integration with Envestnet, and what a financial institution can easily do to uncover risk in their entire book of business before it can create a problem.
For the latest, visit Our Blog! https://www.riskproadvisor.com/blog
This is a short fun listen with bonus features like....how to create a "gutter garden" :) ping me for more links juliem@tpfg.com
Full disclosure - I never liked the word “ping” - unless it was accompanied by “pong”. Jus sayin.
About RiskPro

RiskPro® is a revolutionary technology platform that provides risk profiling, portfolio construction, and automated account surveillance. Serving as the World’s First Virtual Portfolio Strategist, RiskPro evaluates and communicates risk for investors, advisors, and home offices, utilizing a common language that is simple to understand. RiskPro was developed by ProTools, LLC., a RegTech innovator headquartered in Newport Beach, CA. To learn more about how RiskPro enables financial institutions to achieve Perpetual Suitability. visit www.riskproadvisor.com Follow us on LinkedIn
For more information about a "free look" period for your data, email us at: ENVRiskPros@riskproadvisor.com
About Envestnet

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies—leverage the Envestnet platform to grow their businesses and client relationships.

For more information on Envestnet, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn.

RiskPro and Envestnet are separate and unaffiliated firms, and are not responsible for each other’s services or policies. This release should not be construed as a recommendation or endorsement of any particular product, service, or firm.

Music by: Araelia Lopatic

  continue reading

12 에피소드

كل الحلقات

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드