What if you could score and rank hundreds of investment funds in mere moments, based on your unique preferences?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Eric Smith, J.D., Chairman & CEO of Decision Technologies Corporation, who discusses their patented decision assistant technology, designed to help investment professionals score and rank mutual funds and ETFs. This powerful tool allows advisors to customize 48 performance factors, enabling them to select the best funds for their clients and providing deeper insights than traditional rating systems like Morningstar. Tune in to learn how this innovative software can transform how you evaluate investments, optimize portfolios, and strengthen client relationships.
Key Takeaways:
→ Why investment professionals often struggle to understand how their choices compare across the market.
→ How Decision Technologies’ patented tool helps users score and rank investment funds objectively.
→ How this tool allows you to create personalized ranking systems tailored to your client’s goals.
→ How real-time ranking allows users to monitor funds and adjust as market conditions change.
→ Decision Technologies provides a game-changing tool for attracting new clients and managing existing investments more effectively.
Eric S. Smith, J.D., is the Chairman, CEO, and Co-Founder of Decision Technologies Corporation (DTC), where he co-invented the company's patented decision-assistance technology. This technology powers DTC’s Professional RapidReview Tool (ProRRT) for investment advisors and its Retail Investment Tracking Application (RITA) for individual investors. DTC’s transformative technology enables both groups to make informed investment decisions in an increasingly complex financial landscape. Additionally, Mr. Smith serves as President of Trustee Empowerment & Protection, Inc. (TEPI), an SEC-registered investment adviser that helps retirement plan sponsors mitigate risks associated with class-action lawsuits. A licensed institutional investment consultant and attorney with over 22 years of experience in corporate and ERISA law, Eric brings a client-centric perspective to financial services, focusing on empowering individual investors and their advisors. He has spoken at various conferences on fiduciary responsibility, investment decision-making, and the flaws in the financial services marketplace.
Connect With Eric:
Websitse
https://decisionengines.tech/
https://prorrt.com/LinkedIn https://www.linkedin.com/in/eric-smith-82558710/
Learn more about your ad choices. Visit megaphone.fm/adchoices