Unable to identify or measure risks associated with their client’s investments.
Managing many portfolios with different preferences to comply with, requires to master and identify the best time for the right purchase.
Not identifying transparent, unbiased pricing makes the investment decision process risky and complicated.
PFITR provides family offices the information that they need to make optimal investment purchases. With proprietary, licensed data from strategic partners, including Moody’s, Interactive Data Corporation, CUSIP, and Standard & Poor’s, which are packaged into a user-friendly software interface, PFITR puts internal controls in one place so that anyone can make more informed decisions along with Market transparency.
By Not having transparent and unbiased data along with little knowledge on investment decisions, PFITR want to become a useful tool and coach for family offices, who should only focus on taking care of their client’s wealth. With the PFITRs Bond validation tool, one can better manage their portfolios by its easy to use technology that lets family offices be aware of the market information and know the pricing of investments before purchasing them.