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Potomac’s New Proposal Software Guardrails: Boosting Fintech Potential

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TLDR: Potomac Fund Management has unveiled a new model analysis and proposal software called Guardrails. The software is designed to help financial advisors analyze, optimize, and blend model portfolios. Potomac worked with FinTech industry veteran Praveen Ghanta’s firm Fraction to develop the software. The company believes that existing proposal tools are built by FinTech firms that don’t fully understand asset management, whereas Guardrails is risk software built by risk managers. The software includes features such as model research, optimizer, blender, risk scoring, and an AI-driven summary analysis. Potomac believes that its experience as an investment strategist puts it in a unique position to understand how portfolio risk and return can be applied in the real world.

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