Charles Blaxland

Route 53 Amazon SES Mailchimp Mandrill Gmail Google Apps Microsoft Office 365 Amazon AWS Jira Atlassian Confluence Leadfeeder Hubspot Android Circle Python Basis IoT AI

technology investment technology alm exante analytics expost analytics performance attribution financial services investment analytics portfolio design client engagement multiasset model portfolio management risk management client reporting portfolio optimization open architecture finance technology investment management finance multi-asset portfolio analytics platform cloud-based technology data visualization customizable workflows proprietary data integration dynamic dashboards investment strategy real-time analytics stakeholder communication strategic asset allocation dynamic modeling api connectivity portfolio builder application retirement planning private assets modeling scenario analysis ex-ante analytics ex-post analytics professional services automation wealth management tools flexible governance data connectivity capital markets assumptions investment consultants pension fund management financial advisors investment research automation data aggregation investment philosophy risk factor modeling custom analytics investment processes scaling robust data security financial data governance regulatory compliance dynamic feedback loops multi-model framework collaborative decision making interactive reporting behavioral finance information technology & services