Bull’s Eye developed an automated platform for advisors and investors whose preferences match. On the platform advisors showcase their skills and receive clients based on their performance rating. For investors Bull’s Eye provides a database of experienced advisors who have proven their ability to successfully trade in today’s markets. For advisors, the platform is essential for lead generation, enabling advisors to present multi-dimensional portfolio to potential clients and demonstrate their skills and competencies. Both USPs grant the firm a significant advantage over rivals.
PBS was contracted to produce their Investment Pitch Deck Strategy, Business Plan, Market Intelligence Report and financial modelling forecasts.