John Lunny

Salesforce NSOne Amazon SES Mimecast Outlook Greenhouse.io Pardot Citrix Active Campaign Hubspot New Relic Google Analytics reCAPTCHA Linkedin Marketing Solutions Google Tag Manager Bing Ads YouTube Typekit Mobile Friendly Vimeo Marketo Remote AI

account oversight model management & rebalancing trading compliance client performance & reporting robo advisor software development saas reconciliation financial software enterprise software financial services software finance information technology personalized investing wealth management portfolio management unified managed accounts tax management investment solutions portfolio construction financial advisors client reporting performance measurement risk management compliance solutions trading automation back office services direct indexing advisor support client portal portfolio analytics enrollment automation proposal generation enrollment processes multi-custody connectivity custom solutions fee billing revenue management sleeve-level accounting tax-sensitive trading robust trading engine advanced trading automated reconciliation investor risk profiling market insights personalization options open architecture marketplace financial technology operational efficiency growth strategy client-centric solutions investment options model trading service asset management investor outcomes custom tax strategies scalable solutions fintech innovations growth engine operational burden relief efficient processes enhanced client engagement adaptable software solutions information technology & services computer software enterprises b2b investment management finance technology