Jason Karp and Rohan Oza – The Power of Brand - [Invest Like the Best, EP.199]

I know firsthand how complex the tech stack is for asset management firms. And seemingly every new tool and data source makes the problem even worse, adding more complexity, more headcount, and more risk. Ridge line offers a better way forward, one unified platform that automates away the complexity across portfolio accounting. Reconciliation, reporting, trading, compliance, and more, all at scale. Ridge line is revolutionizing investment management, helping ambitious firms scale faster.

Operate smarter and stay ahead of the curve. See what Ridgeline can unlock for your firm. Schedule a demo at ridgeline.ai. This episode is brought to you by Coifin, one of the fastest growing fintech startups. I discovered Koyfin earlier this year when I asked Twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin. Coifin is a web-based platform that lets you analyze stocks, ETFs, mutual funds, and other assets all in one place.

I now use it daily to track what's going on in the market, and I think if you try it, you will too. Coifin has tons of high quality data. powerful functionality and a nice clear. If you're an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. Sign up for free at koifin.com. That's K O Y F I N dot com.

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