This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago. It is meant to be an informal, but informative accounting of what we do for our clients. Many of these solutions are still in use today. However, some have been replaced by solutions that we created later.
Created a means of trading across consolidated families of accounts through the automated creation of consolidated relationship portfolios in Axys, and the use of those portfolios in earlier versions of Moxy.
Thursday, July 15, 2010 at 12:10PM