Wealthbook – Tangram Solutions LLC 2017-04-22T18:07:36+00:00

Variable Annuities

UNIQUE tool for managing your clients’ portfolios

  • Performance data for all your insurers’ programs in one place
  • Workflow to manage 100+ client portfolios
  • Recommendation engines
  • Client notifications & history
  • Performance tracking
  • Automated archiving

ETFs

Interactive guide for selecting the right ETFs

  • Screen potential candidates
  • Compare performance, costs
  • Select your ETF
  • Track performance

Equities

Key data for all NYSE & NASDAQ listings

  • ‘One-click’ price history, ratings, EPS estimates, earnings, news
  • Comparisons vs. other stocks
  • Analytics: key ratios, price projections
  • Financials: balance sheet, p&l, cash flow
  • Earnings reports

Portfolios

Manage stock, mutual fund & ETF portfolios

  • Monitor performance
  • Compare with indices, other portfolios
  • Analyze results
  • Project future performance

Client Apps

Increase client engagement, retention

  • Personalized with your Name & Company
  • Confirmation Requests
  • Updates on economic trends, financial markets
  • Notifications re meetings, events

Support

  • Variable annuities
    • Workflow organization
    • Recommendation engines
    • User group support
  • Client apps
    • Setup and customization
    • Compliance
    • Additional content feeds
  • Analytics assistance

Key Features

Tangram Solutions LLC

We create products and services that help busy people manage data and information overload. For the past twenty years our founder, Milind M. Lele, has been studying how effective executives select, organize and use information. We leverage technology and data to create products that give business leaders the insight and information they need.

The Team

Milind M. Lele – Founder and President

Milind has three-plus decades of experience in strategy and marketing as author, strategy consultant and Adjunct Faculty at Chicago’s Booth School of Business. Prior to starting Tangram Solutions, Milind built up and ran SLC Consultants, Inc., a $2.5 MM strategy consulting firm. In addition, Milind launched theiMart.com, a baby clothing e-commerce startup in 2000. He has a Ph.D. from Harvard in system theory and undergraduate degrees in Electrical Communication Engineering & Physics.

Raja Iqbal – Chief Technology Officer & Product Head

Raja has fifteen years’ experience in software architecture, design and development, having led teams in United States and Globally. He previously led the B2B platform team for Netfish, a startup acquired by IONA Technologies. He holds his Bachelor’s Degree in Computer Science & Engineering from Bangalore University, India.

Advisory Board

Alfred R. Berkeley

Al is Chairman, Princeton Capital Management, a registered investment adviser, Vice Chairman, Gentag, Inc. and a director of RealPage, Inc. [NASDAQ: RP]. Al served as the President (and later Vice Chairman) of The NASDAQ Stock Market, Chairman, Pipeline Trading Systems LLC; prior to that he was a Managing Director of Alex. Brown & Sons, an investment bank. Al holds a B.A. from the University of Virginia and his MBA from Wharton.

James L. McCabe

Jim founded and heads Drexel Morgan Capital Advisors, a wealth management firm with $4+ Billion under management. Jim has four decades of experience in active investing and portfolio management. He obtained his Ph.D. in economics from the University of Pennsylvania and has served as International Economist for the U.S. Department of State and for The World Bank

Milind M. Lele

Milind has three-plus decades of experience in strategy and marketing as author, strategy consultant and Adjunct Faculty at Chicago’s Booth School of Business. Prior to starting Tangram Solutions, Milind built up and ran SLC Consultants, Inc., a $2.5 MM strategy consulting firm. In addition, Milind launched theiMart.com, a baby clothing e-commerce startup in 2000. He has a Ph.D. from Harvard in system theory and undergraduate degrees in Electrical Communication Engineering & Physics

Michael F. Smithson

Mike is Senior Vice President, Wealth Management at Cowan Financial Group and is responsible for building a client-based business centered on both the growth and the protection of client assets. He has over 10 years’ experience of managing variable annuity portfolios and in-depth familiarity with the issues and challenges posed by various insurers’ offerings. Prior to joining Cowan Financial Group, Mike held a similar position with Prudential Securities incorporated, a division of Prudential Financial Incorporated.

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