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Company Statistics
- Founded in 1998
- $14 billion in assets Modeled
- Average Advisor has 60 million in assets
- Headquartered in Mesa, Arizona
The web-based design and functionality of the Virtual Portfolio Manager product makes it a good fit for any Financial Web Portal, particularly those sites that are looking for more subscription based material. It is the value-added portfolio tool that has been missing. VPM will complete just about any product offering.
VPM is not a portfolio tracking product
VPM is not a portfolio tracking product, but a portfolio management tool that easily
enhances and complements many of the research tools already abundant on these web-sites.
Other benefits to the Web-Site deciding to license the VPM product:
- Further differentiation of product offering
- Ability to offer a "New" type of investment tool
- Subscription fees with revenue sharing
- Ease of implementation
- Synergies of combining VPM with current offerings
