Potomac Unveils New Proposal Software Guardrails
MIAMI–(BUSINESS WIRE)–Potomac Fund Management, Inc. (“Potomac”), a rapidly growing investment strategist and TAMP, is pleased to announce the release of their new model analysis and proposal software, Guardrails. “Financial advisors have access to more model portfolios than ever before, but the tools available to properly analyze, optimize, and blend them are sub optimal,” said Jeff […]