DRAFT
Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. With their new tool, Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The ... advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients. Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts. Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools.
DRAFT
Industry:
Analytics FinTech Information Technology Personal Finance Software Wealth Management
Founded:
2014-06-06
Address:
Austin, Texas, United States
Country:
United States
Website Url:
http://www.draftapp.com
Total Employee:
1+
Status:
Closed
Email Addresses:
[email protected]
Total Funding:
1000 K USD
Technology used in webpage:
Domain Not Resolving
Current Advisors List
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Investors List
Plug and Play
Plug and Play investment in Venture Round - DRAFT
Envestnet Yodlee Incubator
Envestnet Yodlee Incubator investment in Non Equity Assistance - DRAFT
