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AdvisorTechBook πŸ”₯

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Investment Statement Data Extract/Analysis
Working on a larger project to optimize tech, what are you using for data extraction, enrichment, and analysis regarding investment statements? I've already spoken with several tech companies that are still contenders but curious about ones I may not have reviewed. We are also considering adopting Smartleaf for trading, our performance portal is Orion/Eclipse and we also use Nitrogen/Riskalyze for RTQ and IPS
0 likes β€’ Sep 30
Thanks for the shoutout @Joe Moss! @Emily Rassam, would love to give you a walk-through of Investipal if you'd like. Definitely think we can help solve for your need.
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Chris Jugovic
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@chris-jugovic-4231
Building an AI investment management platform to automate personalized proposals and portfolios.

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Joined Sep 30, 2025
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