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Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. With their new tool, Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients.
Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts. Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Austin, Tx, Austin,united States
- te****@****app.com
- Industry
- Financial Services
- Website
- draftapp.com
- Keywords
- SaaS, Wealth Management, Investing, BigData, Investment Analytics, Portfolio Management, Investment Technology.
- HQ
- Austin
Draft Technologies Questions
DRAFT Technologies's website is draftapp.com
DRAFT Technologies's LinkedIn profile is https://www.linkedin.com/company/draftapp
DRAFT Technologies has
7 employees.
View email and phone details for 7
employees at DRAFT Technologies.
DRAFT Technologies's industry is
Financial Services
DRAFT Technologies's top competitors are
Droptech,
Tiaa,
Draft Tech,
Draftech International,
Myvest,
Draftec,
Draft™ Tech Startup,
Signum City,
Verveba Telecom,
Draftdu Technologies India Pvt. Ltd..
DRAFT Technologies's support email address is team@draftapp.com
DRAFT Technologies's categories are Financial Services
DRAFT Technologies's founding year is 2014
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