Case Study

Schechter Investment Advisors

Schechter Investment Advisors

BACKGROUND: — 80-year old insurance and financial services firm started a new RIA in 2014 — Needed a performance reporting solution to cover clients’ entire portfolio — Sought a flexible platform to “wow” clients BENEFITS: — Provided Schechter with a technology solution tightly integrated with their primary custodian — Robust reporting and data aggregation allowed for a more holistic view of clients’ holdings — Client portal “completely changed their business”

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