Jintra is a software consulting firm building products and solutions for the investment advisory ecosystem
Jayce Nall is the founder and principal consultant of Jintra Software Solutions. His professional career began in 2013 as a software developer, specializing in consumer-facing web applications. In 2018, he joined Practifi, a leader in Salesforce-based CRM solutions, where he helped introduce their industry-leading product to the US financial advisory industry.
Serving as a hands-on leader in professional services and product growth, he designed and led initiatives to productize their core professional services offerings and new client experience, transforming time and labor-intensive business areas into efficient, predictable revenue generators that delighted customers and drove profitability.
Key features: RIA database: A searchable, filterable database of the latest ADV filing information for all SEC-registered firms. Historical filings also available. Performance metrics: Current and historic performance stats for efficiency, client composition, and advisory business metrics Benchmarks and rankings: Statistical benchmarking across multiple AUM bands at the national and state level. Growth analysis:......