Hello, World!

Today, we’re launching Trend Lines, a publication for our friends in the industry: wealth managers, investment managers, and technologists alike.

One year ago, we said “Hello” to the world with a blog aimed at individual investors: one that cut through investing jargon, but didn’t oversimplify (which we’ll continue to lovingly maintain). But in launching Sophograph, our enterprise solution, we realized we wanted to be part of a larger conversation. Technology is transforming investment management, and not just through sleek interfaces and automatic rebalancing. Our team is looking one step further: to more intelligent, more interactive digital tools, to improved investment team workflows and advisor efficiency, and to wealth management solutions customized to client needs.

Trend Lines is our chance to tell you more about what we’ve been building. We’ll talk about industry trends, cool technology, and maybe even share some finance war stories.

We’re excited to share our thoughts and developments with you. In the meantime, check out our website to learn more about us, follow us on twitter, or just stay tuned here on Medium.