PASSWORDMANAGEMENT
Inversiones Seguras, LLC. (Perfectna)
Project Summary:
The macro problem is that the Registered Investment Advisor (RIA) industry is under pricing pressure and in need of cutting-edge software solutions to retain and grow their client base. Secondly, the founder understands that he should take advantage of programs offered to minority and veteran-owned business but has not had the time to do that. The methods used to achieve the objectives were online research, analysis, and direct communication methods. The final deliverables gave a full research analysis and detailed report of the overall RIA in the US, which can be used as customer leads; exploring all potential grants and financial assistance that Perfectna is eligible for; and enrolling Perfectna as a certified veteran and minority-owned corporation.
Student Team Members: Danna Reyes, Ashley Obergh, Jose Montano, Miriam Preciado, Robert Gonzalez
Faculty Advisor: Mary Ann Scott, MBA