Incredible flexibility to build future state.
We are not standing still. Opturo’s currently working on an MCP server to connect your data securely to Large Language Models so you can interact in natural language, safely and securely.
#WealthManagement
#PensionFunds
#FamilyOffice
#FundAdministration
#InvestmentTechnology
#FinTech
Incredible flexibility to build future state.
Related news
Net-Of-Fee Performance Calculations
Written by the CFA Society NY's Performance & Risk Analytics Committee--Krista Harvey, CFA, CIPM , Andre Mirabelli, Ph.D.-- This paper is intended to help investment professionals by articulating common and acceptable industry practices as they relate to the calculation of timeweighted returns for a portfolio of investments on a net-of-fee basis...
Read moreA bi-weekly challenge from Andre Mirabelli & Opturo
If you use “Purchases in the Basis Dietz”, how do you approach the following scenario?The cash in a portfolio starts the day with a small gain and then the portfolio uses all of the starting cash and half of that small cash gain (“sells cash”) to purchase a non-cash instrument. Thus, nothing ever goes short.…
Reliably Actionable Investment Analysis Of Yourself
Opturo provides the best of breed analysis of the impact of each of the actual decisions that created investment results.
Read more