PortfolioMinder launched.

PortfolioMinder was released on Friday!! It is very exciting. We called it our soft launch because we only support one financial institution, Schwab. It is exciting to be creating a whole new software product but I find that like a new baby it is consuming me. I wake up in the morning thinking about PortfolioMinder and I spend way to much time working. It is pushing a lot of other stuff out of my life. Like Blogging. I haven’t posted here in almost three weeks. 

I’m really trying to maintain a work life balance but it is hard. I am really enjoying helping to create the PortfolioMinder end to end experience.  We have a blog (which I haven’t posted to yet) We have a forum. We have formed a network of financial advisors and other people interested in financial planning who are supporting the product. All of us are learning a lot every day and there is so much yet to learn and do. Building a support team who live all over the U.S. an exciting challenge but I’ve got a group of really great people to support the product.

We’ll be doing our marketing launch in the next month or so and will be supporting more financial institutions. Ameritrade and TD Waterhouse will be the next ones we support. That will be our marketing launch.

It is great to finally be selling PortfolioMinder. It should be an interesting next few months.



Author: marionvermazen

I am a traveler, hiker, avid reader, Sun alumnus, computer geek, Spanish and French language student, knitter and genealogist. I am retired after working for almost 30 years in the Computer Industry. I live in Reno, Nevada with my husband Duke.

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