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Talk Your Book: Streamlining Alternative Investments
Animal Spirits Podcast
How to Onboard New Advisors on Glass Funds Platforms
An advisor over time on average their clients will own about 10 to 12 things on the glass funds platform. We can take all of the underlying position data and pipe it to their front end reporting systems through an API. And in that way the advisor firm can take the raw digital data and format it That suits their business and their clients however they want.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode