Strategies for Retiring Young, Soon, and Wealthy
|Nov 29, 2006 8:24 pm
||I need Partners
| Joydeep Paul
I represent a reputed product development company in the financial services space.
I am trying to build an effective client services module that will be a comprehensive product for Wealth Managers to capture complete client information, allocate portfolios and plans for clients. This product will also maintain client portfolios and publish them in real time via a live website where clients will have a secure login to view the progress of their portfolios and perform independent analysis.
I am looking for help from actual Wealth Managers and Investment advisors to build this product that will completely suit their needs and MEET ALL current shortcomings. I believe that by working live with actual on-field practitioners we could put together a perfect product.
Can you help me in achieving this ? The investment is mine and the returns from it could be yours.
Your ideas and responce shall be highly appreciated.
I work out of the financial district in San Francisco and I would be most willing to come and meet with you and talk more about my prototype and put our ideas together.
Thanks and looking forward to your responces.
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