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Category: Case Study

Case Study

VS Asset Management uses Synchrotab to drive sustainability

Samir Varma studied electrical engineering at Columbia before completing a PHD in particle physics at UT Austin. He is owner and Managing Partner at VS Asset Management. The firm’s investment strategy was launched in 2016 and enjoys annualized returns far exceeding the S&P 500 index. Performance numbers like this provide Varma with a very good […]

November 18, 2022August 10, 2023
Case Study

Synchrotab adds in person meetings to BOA’s MAX Apps for wealth management

LEADING US BANK DRIVING ADOPTION One of Americas top three money center banks and largest US wealth advisory network in September 2021 launched a new Mobile Advisor Experience. The suite of apps, referred to as MAX, is part of a continuing digital transformation which advisors claim makes client information access both easier and faster.MAX integrates […]

October 17, 2022August 10, 2023
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