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The entrepreneur

FinalytixThe entrepreneur

The entrepreneur

Finance

Alex is an investment advisor but also an entrepreneur. He thinks and manages his practice based on growth but remains concerned about its profitability. He is currently in acquisition mode. He recently acquired a business unit. It is now looking to monetize this investment including reducing the operating costs. The challenge: to convince new customers of its expertise in the field of investment so that they agree to opt for one or the other of its models-portfolios which would be a significant saving for him and his team. He then turns to Finalytix. Indeed, Finalytix offers fast and effective ways to build and produce a customized report to each customer demonstrating the superior value compared to service offering to their current situation.  One by one, he can now convince his new customers to pick one of his current portfolios