Justin Potts

Route 53 Amazon SES Gmail Google Apps MailChimp SPF Zendesk Amazon AWS Atlassian Cloud Tableau Appcues GitHub Hosting Webflow Mobile Friendly Google Font API Intercom Linkedin Marketing Solutions Google Tag Manager Google Analytics Android React Native Python

account aggregation portfolio analytics investment reporting data source agnostic pdf data extraction & normalization family offices private banks external asset managers multibank asset consolidation investment data custodian data portfolio data bpo backoffice analytics wealth managers trusts fiduciaries wealthtech fintech api datafeed bank statement multiasset class multicustodian performance monitoring risk metrics wealth technology platform pdf converter ria ifa hnwi uhnwi investment software portfolio management software financial planning financial intermediary eam fim family office reporting financial services wealth management finance it services & it consulting portfolio management financial reporting data consolidation client management investment analytics asset tracking customized reporting data visualization data security compliance standards encryption user-friendly interface financial metrics risk analytics performance analysis api integration data feeds family office solutions relationship management investment insights client engagement tools dynamic reporting automated alerts asset classification multi-client reviews performance benchmarking document storage transaction analysis holistic wealth view capital reinvestment real time monitoring client notifications wealth planning personalized advice cloud-based solutions financial data management risk assessment support documentation data cleansing integrated systems mobile access subscription management user customization financial data analytics user experience financial technology solutions trust & transparency client success strategies cloud-based financial data aggregation analytics platform advanced analytics customizable reporting open api high-net-worth individuals client engagement performance metrics cash flow calculations secure access document management task management customer support streamlined operations competitive analysis investment management accounting software tax compliance professional services automation financial institutions self-directed traders prestigious clients global reach innovative technology financial transparency digital transformation market leaders financial professionals information technology & services finance technology computer & network security ux productivity