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Financial service providers have always struggled to provide better communication with customers and to differentiate their services from competitors. The proliferation of funds that only publish performance numbers on a monthly or quarterly basis has made these problems even more pronounced. The Portfolio Shadow addresses these industry-wide problems providing unique value to your customers and a competitive advantage to you.

You can publish the portfolios to the world on your website, or choose to keep it internally only. It can help your marketing team create sales emails that use more recent trade data, too!