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Podcast: Conquer Risk Podcast
Episode: How Did We Do What We Did?
Description: Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models.If you saw the press release this morning, you know that Potomac has seen 917% yoy growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment, so we decided to dedicate this podcast to discuss the what, why, and how:What exactly is Envestnet?Why has Envestnet been successful?How does Potomac work with Envestnet?We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions ple...