Milind Lele's Contact Details

Milind Lele's Company Details

Tangram Solutions LLC

Evanston, Illinois, United States • 3 Employees
Financial Services

Tangram Solutions is a fin-tech company. Our first product, Tangram WealthBook, is a wealth management platform and hybrid-robo adviser for independent representatives. WealthBook provides reps with capabilities for managing variable annuities from different insurers. It enables them to view fund performance, review and revise portfolio allocations, get client approvals via a dedicated app and archive all activity for compliance purposes. WealthBook provides guidance on portfolio changes for a wide range of variable annuity programs from different insurers, as well as a 'white label' client app to build greater engagement.In addition to variable annuities, Tangram WealthBook provides information and analytics for ETFs, mutual funds, and equities. Reps can set up multiple portfolios in Tangram WealthBook and track performance, compare with other portfolios and indices, generate performance analyses, and project likely performance using e.g. a regression-to-mean approach.