Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Tripledot Leadership Team L- R: Zohar Rozenberg (COO), Alex Kazeko (CTO), Eyal Chameides (Co-Founder & Chief Product Officer), Daniel Freireich (Chief Games Officer), Lior Shiff (Co-founder & CEO), ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...