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SAFE Portfolio Management Research Project

SAFE Portfolio Management Research Project
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ABOUT THIS PROJECT category: Web-based applications


The Pitch

SAFE is an Internet Community that provides both technology and training support for the average investor to bolster their level of confidence and sense of safetyThere is a way to remain in the equity market but it requires the right tools and support systems.  SAFE is here to work alongside qualified bankers, accountants and brokers as they guide the investment decisions of their clients.  SAFE remains vigilant between visits and acts as the Second Opinion providing solid impartial portfolio monitoring.

Impact

Market research, conducted to date with individuals and financial services companies, has revealed demand for a Portfolio Management Solution that accommodates the average investor. These requirements have focused on three main client needs:

$$$ - Immediate information as opposed to time consuming web-based multiple screen research or static data.

$$$ - Simplified base analysis as a starting point that can control investments over time.

$$$ -Avoidance of placing financial information on the web.

Now as we near the initial launch of this dynamic project we want to go back to our consumer base (60 Million US Households) and make sure we are delivering the best tool for their critical equity portfolio management needs.

What We Need & What You Get

In order to do this we need two things from you - your financial support in the form of pledges and your participation in our on-line ALPHA and BETA trial research.  Here is how you can make the SAFE initial launch a success:

Silver ALPHA Membership - Inclusion in the on-line ALPHA Program and 1 year FREE subscription at time of SAFE Launch

Gold BETA Membership - Inclusion in the on-line ALPHA and BETA Program and 3 year FREE subscription at time of SAFE Launch

Platinum Advisory Member - Inclusion in the on-line ALPHA and BETA Program, Member of the Marketing Advisory Board, and 10 year FREE subscription at time of SAFE Launch

Diamond Lifetime Membership- Inclusion in the on-line ALPHA and BETA Program, Member of the SAFE Quality Advisory Board, and LIFETIME subscription at time of SAFE Launch

Other Ways You Can Help
We all know someone who is wondering how their investment portfolio will survive these turbulent times.  Tell a friend to join the cause and if they sign up as a donor you get 3 months added to your subscription for every year they receive (for Lifetime Pledges you will receive 60 months). Simply tell them to mention you as their referral partner when they pledge! 

Ask this one question - is your portfolio SAFE?  Then you will see why this is a well worthwhile research endeavor.

If you have questions you can always contact us at Bill@SAFEinvestors.biz

 

 

 


PROJECT FILES

File NameFile Size 
SAFE_Executive_Summary_20110930.pdf310,866 bytes Download
SAFE_Presentation.ppsx212,920 bytes Download

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