Draftapp
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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.
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Headquarters:44388 Old Warm Springs Blvd , Fremont, California, United States
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Phone Number:
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Website: https://www.draftapp.com
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Employees:5
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Revenue:$0 - 1M
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Legal Name:Draftapp
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Draftapp's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Draftapp
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Where are Draftapp's Headquarters?
Draftapp's Headquarters are in 44388 Old Warm Springs Blvd ,Fremont,California,United States
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What is Draftapp's official website?
Draftapp's official website is https://www.draftapp.com
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What is Draftapp's Revenue?
Draftapp's revenue is $0 - 1M
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What is Draftapp's NAICS code?
Draftapp's NAICS code is 523110
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How many employees are working in Draftapp
Draftapp has 5 employees
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What is Draftapp's Industry?
Draftapp is in the industry of Financial Services
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Who is Draftapp's Business Owner?
Draftapp's Business Owner is Shivesh Wineport
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Who is Draftapp's Owner?
Draftapp's Owner is Jim Wright