Pragma Wealth Management
With data and documents all in one place and information presented in context, Backstop Solutions provided Pragma with a turnkey tool that bolstered the investment team’s productivity and allowed them to focus on finding new and better ideas for growth.
Backstop delivered these benefits:
- Easy access to data
- Efficient data management system, allowing more time for new idea generation
- Ability to quickly interface with third parties
- Consistency across the platform for staff and clients
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