Individually Managed Accounts
topic on 1 show · 1 statements across 1 episodes
1 statements about Individually Managed Accounts, every show
Corlett: TDM builds custom software to run individually managed accounts
“So we manage money in a very different way to most in that we have individually managed accounts for every single client. We don't have A fund where everyone is pulled together. In the 15 years, we haven't been able to find a software platform that can run tho…”