VestmarkONE
RobotFX Fluid
Simplewealth
Empirica RoboAdvisor
Scalable
WealthFy
AIRR
Ways2Wealth
KanbanFlow
Trello
Asana
Kanban Tool
Meistertask
Zenkit
Kantree
Wekan
VestmarkONE® is an innovative wealth management SaaS solution that simplifies the construction and management of highly tailored portfolios. Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored strategies and portfolios. We're trusted by the largest and most respected firms in the industry.
The VestmarkONE platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.
VestmarkONE KanbanFlowNo VestmarkONE videos yet. You could help us improve this page by suggesting one.
Based on our record, KanbanFlow seems to be more popular. It has been mentiond 11 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Kanbanflow.com — Board-based project management. Free, premium version with more options. - Source: dev.to / 4 months ago
TIP: I use a digital kanban board to keep my shit together and a 2nd board shared with the hubby to coordinate chores and upcoming appointments. It's customizable, color-codeable, and streamlined / simple. 10/10 recommend. Kanban Flow. Source: 6 months ago
Monotask instead of multitask, only have one project/thing going and do that proper before starting the next, I used kanban) for that, I use kanbanflow, but a cheap whiteboard and some sticky notes works just as fine. Source: about 1 year ago
Kanbanflow.com — Board-based project management. Free, premium version with more options. - Source: dev.to / over 1 year ago
I use KanbanFlow as my personal task manager. I've designed a board around the One Minute To-Do List concept of Michael Linenberger with bins (i.e., columns) corresponding to Linenberger's three urgency "zones", or categories: Critical Now, Opportunity Now, and Over the Horizon, and, of course, a final bin labeled Done. I keep a purple-colored card at the top of each bin whose description lists the criterion... Source: almost 2 years ago
RobotFX Fluid - ⭐ ⭐ ⭐ ⭐ ⭐ Searching for the best way to trade forex profitably and be a successful trader? It is free to download and try our expert advisors on demo accounts.
Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.
Simplewealth - Simplewealth is a leading Swiss of robo-advisor. For businesses, we are a provider of white-label technology and investment applications. Based in Zurich, made for European regulation. Contact us today!
Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.
Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.
Kanban Tool - Simple and effective online application for visual project management.
