WealthBook – Tangram Solutions LLC 2018-06-19T15:33:46+00:00

Variable Annuities

WealthBook Variable Annuities Platform for Firms, Financial Advisors and Individual Reps.

WealthBook analytics and computing is helping Advisors’ gain deep knowledge about performance data, client insights thus improving client service, retention and revenue growth.

  • Centralize Performance data for all your insurers’ programs in one place
  • Workflow to manage 100+ client portfolios
  • Rebalance portfolios across accounts with few clicks of a button
  • Generate and execute trading reports based on your models you developed.
  • Workflow organization
  • Recommendation engines
  • Simple to integrate with your existing CRM system or any of your client systems.
  • WealthBook pre-built processes allows you to gain client visibility/insights at one place
  • WealthBook pre-built dashboards maximizes your productivity
  • Performance tracking
  • WealthBook provides you insurance
  • User group support
  • Client notifications & history
  • Mobile Client apps
  • Compliance, Security and Automated archiving
  • Additional content feeds

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

Tangram team of highly qualified Financial experts and professionals have done extensive industry research and have been studying how to create innovative solution that makes today’s complex variable annuities management simpler, efficient and more personalized. The innovative WealthBook platform was evolved the platform makes it all possible for firms, Advisor’s and their clients and more.

The Team

Milind M. Lele – President and CEO

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 successful e-commerce startup in 2000. He has a Ph.D. from Harvard in system theory and undergraduate degrees in Electrical Communication Engineering & Physics.

Raja M. Iqbal – CTO & COO

Raja is a technologist, responsible for overall technology strategy, product delivery and business strategy, leading overall company’s digital software platform and operations. In addition to his previous Tangram Solutions experience as Sr. Technologist, Director and VP Product Head, Raja has worked as a product development executive with extensive experience in building world class products, solutions and has led teams within United States and globally. He has previously worked and lead Netfish on B2B platform, a startup acquired by IONA Technologies.

 

 

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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