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Jul. 9, 2024

intelliflo redblack Wins Tech Prize

The platform offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution.

Jul. 9, 2024

Flexible Plan: Don't Pine For Perfection

The Perfect Timer believes that active investment is about selling at the “top” and then buying back in at the “bottom,” then repeating the process as often as possible. If you don’t sell at the top, they say, you’ve lost them money.