Winthrop Technology Solutions
Winthrop Tech Solutions offers software for financial advisors, providing real-time data and technology for...
Overview
Winthrop Tech Solutions offers software for financial advisors, providing real-time data and technology for complex investment solutions. The job it does: turning data into dashboards and reports people actually read.
The natural audience is analysts and leadership teams. They also list Advice and Analytics, so expect those to show up in the feature set.
Winthrop Technology Solutions is based in Indianapolis, Indiana. Their site is winthropts.com.
Our checklist for this category: data connectors, modeling layer, and viewer pricing. Get the renewal terms in writing before the first invoice.
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