A financial planner built his own portfolio management solution to help him be more efficient and more effective in advising his clients. Leaning on this original experience as an engineer, he developed some sophisticated spreadsheets in Microsoft Excel that allowed him to accelerate all of the various processes he performed for clients, tracking their investments, evaluating their portfolios and positions, and managing their assets. The problem? His process took 3 days to complete, and taking on additional clients would only lengthen the process.
P2 Automation developed a system using our exclusive P2xRM system to add automation to his existing spreadsheets. We didn't reinvent the wheel. We simply took an existing 3-4 day process and turned into a process and turned it into a process that requires 2 or 3 hours. The result? The financial planner is now able to add additional clients and advisors to his team and has the potential to grow exponentially in the upcoming years.