Overlap.com
Title
Welcome to Overlap®
Overlap is. . .
a Web-based mutual fund analysis tool that reviews your clients' or prospects' mutual funds and individual equities.
an easy to use application that provides a comprehensive portfolio review and can evaluate equity and sector allocation in mutual funds on a percentage basis.
a "must have" resource that can be used as a strong sales tool.
Demo Link - http://www.overlap.com/new_demo/demo.html?
Overlap helps you. . .
generate new business by showing prospects the lack of diversification in their 401K and/or mutual fund portfolio.
review holdings at a touch and consider changes to add diversification.
see quickly if a fund would be a good "fit" for an existing portfolio.
Description
Overlap ® was founded in 1996 by Bill Chennault, who determined that within the mutual fund industry, there were no practical means for measuring the overlap of assets among funds. Chennault began work on a software program to change that situation. That effort grew into the Overlap ® proprietary software originally issued on floppy disk.
Kevin L. Fryer joined the company as President and CEO in March, 2000. Mr. Fryer has extensive experience in management of growing businesses - from start-ups to Fortune 100 companies with developing business units. Before joining Overlap ® , Fryer served Andrews McMeel Universal, New Media, as Vice President of Corporate Development. He helped found and develop uclick, llc, a leading syndicate of online content. Prior to that, Mr. Fryer served Sprint Corporation for 10 years in various officer level positions helping position Sprint as a premier global telecommunications company.
Languages
English
Address
- 611 W. 57th St
- Kansas City MO 64113 US
Logos
Additional Information
Related Domains
External Links
- Alexa: Overlap.com
