2024 Optuma Client Survey
2024 Optuma Client Survey
Email
User Name
How do you primarily use Technical Analysis?
*
Personal
Professional
What is your primary role?
*
Trader
Buy Side Analyst
Sell Side Analyst
Portfolio Manager
Researcher
Other
Other
Which Portfolio Management / custodian product(s) do you use?
*
Addepar
Black Diamond
BNY Pershing
Interactive Brokers
iRebal
Orion
Schwab Advisor Center
VRGL
None
Other
Other
Select more than one if applicable
What are your favourite features in this Portfolio Management product?
*
Visual
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How have you been able to integrate Technical Analysis into your daily process?
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We are nearing the initial Alpha release of the first elements of our web applications. There are modules we will add in subsequent releases. Which three of the following would make the biggest difference to you?
*
—
1
2
3
Portfolio Manager
—
1
2
3
Execution
—
1
2
3
CRM
—
1
2
3
Client Portal
—
1
2
3
Real-time Data
—
1
2
3
Mobile Apps
—
1
2
3
Chat System
—
1
2
3
Embedded Accounting
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1
2
3
Ratings System
Is there anything we should consider to make this new Optuma product the ultimate tool for you?
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We are considering raising funds to fast-track the extra features listed above and the release of the new Optuma. Were we to do so, would you be interested in receiving information regarding this?
*
Yes
No
Do you meet the Sophisticated Investor test?
*
Yes
No
I'm not sure
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