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Financial Advisors – Managed Portfolio Solutions

Women Entrepreneurs Can

Managed portfolio solutions come in the form of a secure online platform that offers powerful tools to help financial advisors managed client portfolios. Cloud-based managed portfolios offer cutting-edge solutions to financial professionals, making their job much easier.

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Q3 2023 Portfolio Review

Version One Ventures

We’re featuring some of the amazing events that will be held across our portfolio in the months ahead. Outreach’s Unleash 2023 : Seattle, October 3-5 This three-day experience will feel like “a sales kick off meets personal excellence retreat meets president’s club.”

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Q4 2023 Portfolio Review

Version One Ventures

With Climate Orders, Patch makes Frontier’s offtake portfolio of permanent carbon removal tech accessible to their customers, adding more options to their broad network of climate action projects. They also crossed 1,000 users! Patch is partnering with Stripe to accelerate carbon removal by using Climate Orders. Read more about it here.

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Q4 2020 Portfolio Review

Version One Ventures

Stay on top of the latest news from our portfolio in 2021 by following us on Twitter! For instance, their latest is a magic wand which lets you change web copy without asking a developer. . And, Shippo has been selected for the Shopify Plus Certified App Program. . Happy New Year to all! . . . . . .

Portfolio 148
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Q1 2024 Portfolio in Review

Version One Ventures

The first quarter of 2024 is gone as quickly as it came. And like most starts to the year, this one was full of great launches and announcements. Here’s a brief overview of some of the highlights. Launches The ether.fi Foundation launched ETHFI, the ether.fi governance token.

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Portfolio Management – Learning from experienced investors

NZ Entrepreneur

Andrew Chen shares his takeaways from the second instalment on Portfolio Management, held in Wellington on 13 May 2021. Participants heard about both the theory and reality of portfolio management from three different experiences: Marcel van den Assum provided the angel investor perspective, having invested in over 50 companies over 15 years.

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Q3 2020 Portfolio Review

Version One Ventures

As we do at the end of every quarter, we’ve summarized some of the key highlights and activities across our portfolio. . The Globe and Mail included three of our portfolio companies Ada (#11), Jobber (#87), and Top Hat (#230) on its list of the 400 top growing companies in Canada. . Announcements.