5min chapter

Capitalmind Podcast cover image

How Smallcase helped create a new generation of investors

Capitalmind Podcast

CHAPTER

Streamlining Operations for Research Analysts

Smallcase is a new product class or instrument class where there will be different strategies at some point more manufacturers or creators of these strategies as well. It started off with the idea that you know the user should get a white catalog which is where you can't just do it as one manufacturer setup. That was one use case another use case was when we went live with say some of the brokers who had their own in-house research also they had portfolios they had model portfolios.

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