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Strategies for Retiring Young, Soon, and Wealthy

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Nov 29, 2006 8:24 pm I need Partners
Joydeep Paul
Hello,

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.

Best Regards,

Joydeep Paul.

Private Reply to Joydeep Paul (new win)





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