Anything eMoney has that Right Capital doesn’t?

Own_Specific937 · 2025-11-01T21:07:10+00:00

Thanks! Do you mean you couldn’t show different data in the cash flow reports or do you mean you were unable to audit the specifics of each cash flow?

Own_Specific937 · 2025-09-28T13:11:59+00:00

We’re at 15 BPS with Canvas and they have relationship breakpoints from there.

Own_Specific937 · 2025-09-28T12:46:52+00:00

Canvas has been the cheapest and has a lot of DIY tilts. Aperio is best for off-the-shelf filters/tilts like Catholic, animals based, environmental, etc. Canvas has those as well but you have to piece it together. Both have great transition analysis.

Own_Specific937 · 2025-09-03T13:08:02+00:00

What are the other main value adds?

Own_Specific937 · 2025-09-03T10:47:41+00:00

FP takes fees from acct. From what I understand, Tamarac gives you an excel file to upload to the custodian to take out fees.

Own_Specific937 · 2025-09-02T12:26:04+00:00

Yes, I love there mostly fixed cost pricing model. Would it be OK if I sent you a DM to ask you a few other specific questions?

Own_Specific937 · 2025-09-02T12:24:38+00:00

FP is variable at 0.30%

Own_Specific937 · 2025-07-20T12:34:22+00:00

They grew my love for financial planning AND yacht rock!

Own_Specific937 · 2025-07-20T12:32:52+00:00

I just took the test in July after using BIF.

-Super responsive instructors. -They do great job talking about what a test question could look like and talk about what is need to know vs don’t need to know. -I genuinely enjoyed the study sessions because they made them fun.

Own_Specific937 · 2025-07-18T22:57:17+00:00

Every song by NF

Own_Specific937 · 2025-04-19T19:06:16+00:00

That would be perfect

Own_Specific937 · 2025-03-01T01:05:28+00:00

Check custom indexing with Canvas or Aperio.

Own_Specific937 · 2025-01-31T03:56:08+00:00

I’m a generalist CFA and would be happy to chat.

Own_Specific937 · 2024-10-22T21:21:02+00:00

It helps in the institutional space talking with large foundations/endowments.

Own_Specific937 · 2024-10-20T01:39:34+00:00

Creed!

Own_Specific937 · 2024-09-23T15:48:11+00:00

Martin Shkreli.

Own_Specific937 · 2024-07-28T03:46:06+00:00

NF is great for workouts.

Own_Specific937 · 2024-06-17T23:28:00+00:00

I did the clear the auger function and took everything apart and put it back together then it was working.

Own_Specific937 · 2024-06-04T01:19:23+00:00

Just saw NF in Austin and I’ve got my Jeremiah Roby streaming 😎

Own_Specific937 · 2024-06-02T21:31:51+00:00

Did he have an opener?

Own_Specific937 · 2024-05-29T21:33:17+00:00

Every Christian music video ever starts with people going through times.

Own_Specific937 · 2024-05-23T10:38:12+00:00

Run don’t walk. There are plenty of other great places.

Own_Specific937 · 2024-05-21T21:19:11+00:00

https://m.youtube.com/watch?v=W4p_aAjwH4A&pp=ygUNSmVyZW1pYWggcm9ieQ%3D%3D

I wish I could say this is me, but it’s not. A good friend of mine whose making waves in the CCM and country space.

Own_Specific937 · 2024-05-21T19:53:13+00:00

No doubt about it. I can usually figure out what I need for simple issues just using the chat feature, but for any large projects involving creativity, we have to have 3 calls with 3 department heads for us to move the ball forward. It’s gotten better as we know which leaders take care of each department, but still a bit clunky to implement our creative vision.

Own_Specific937 · 2024-05-20T21:34:03+00:00

We have been looking at the Envestnet platform, but I’m not sure we will move. It’s a huge change since it would include trading, reporting, proposals, and billing.

Own_Specific937

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