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Ben Peters, Burton Enright Welch

Streamlining your research & client communication

Streamlining your research & client communication

Enterprise

Solutions to boost productivity, compliance best-practices, and access to firm models.

Advisors

Custom proposals, portfolio analytics, and time-saving workflows for more efficient AUM growth.

Asset Managers

Sales tools that highlight fund family strengths & boost wholesaler productivity.

Individuals & Educators

Professional-grade tools for self-guided investors & investing education.

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Proposals & Client Communications

Proposals & Client& Communications

Customize meeting materials & sales collateral to tell a story, build understanding, and maintain momentum throughout prospect & client meetings.

PRPSL RPRTS
Proposals
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Acquire Clients & Grow AUM

Portfolio Construction

Portfolio Construction

Optimize portfolio holdings, allocations & exposures to meet and exceed client goals. Test hypothetical replacements and contribution scenarios for ongoing improvement.

MDL PORT
Model Portfolios
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Create & Share Insights

Research & Analysis

Research & Analysis

Add efficiency to research workflows with pre-built comparison tables, charts & screens, and investment analysis tools built for wealth management use cases.

CHART ING
Fundamental Charts
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Research Securities

Market & Position Monitoring

Market & Position Monitoring

Align your whole team around market and economic data, key holdings, and approved research lists. Share updates with your clients & your team.

DASH BRD
Dashboard
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Lead Advisor Teams

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How we think

Asset Managers
March 12, 2025, 1:55 p.m.
Dots and Derivatives: Comparing Covered Call ETFs with Scatter Plots
By market close on March 7, 2025, the S&P 500 was 6% off its ATH, and the Nasdaq-100 was flirting with correction territory. Moments like these serve as reminders of two things.  One, this too shall pass. Over the last five years, the S&P 500 has experienced six declines of 5% or more from its …
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Asset Managers
March 10, 2025, 4:24 p.m.
The 10 Best Performing ETFs Over the Last 10 Years
In 2024, the ETF industry reached a new high with $1.1 trillion in net inflows, reshuffling market share leaders across various asset classes and peer groups, as detailed in our 2024 ETF market share recap.  Notably, several strategies that captured increased market share benefited significantly from robust long-term performance. Below, we explore some of the …
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Economy
March 7, 2025, 3:20 p.m.
Government Efficiency & Market Impact: Comparing Clinton-Era Reform to Trump’s 2025 Deregulatory Push
Introduction: How Government Efficiency Initiatives Influence Markets Government efficiency plays a crucial role in shaping market sentiment, investor confidence, and asset performance. Structural reforms designed to improve efficiency and reduce bureaucracy often support economic growth. However, sudden deregulation or significant federal workforce reductions can introduce volatility. The Clinton-era “Reinventing Government” initiative (1993-1998) and Trump’s 2025 …
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Economy
March 5, 2025, 3:15 p.m.
Which Companies Will Lose from New U.S. Tariffs? Market Risks & Portfolio Considerations
Introduction: How Tariffs Can Hurt Certain Companies & Industries The Trump administration’s latest tariff policies are reshaping global trade dynamics, putting pressure on industries heavily reliant on imported raw materials, foreign manufacturing, and international supply chains. While some sectors stand to benefit, others face rising input costs, shrinking margins, and supply chain disruptions that could …
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