Sketchbook

Parti Pris Forms Strategic Partnerships with SoftPak and AJO

Retrieved on: 
Tuesday, April 25, 2023
SMA, Software as a service, Partnership, AWD, AJO, Risk management, Sketchbook, Parti, Investment, Art, UMA, Life Partners, Inc., ESG, Financial adviser, Cryptocurrency, Software architecture

is proud to announce its new investor, AJO , and its strategic vendor partnership with SoftPak Financial Systems .

Key Points: 
  • is proud to announce its new investor, AJO , and its strategic vendor partnership with SoftPak Financial Systems .
  • Parti Pris partners with SoftPak & AJO to offer Advisor WealthDesign, a SaaS platform to simplify personalized investing
    To satisfy growing investor demand for advisors that offer personalized portfolio management and tax-managed services, SoftPak and Parti Pris have entered a strategic partnership to design, build, and offer to advisors a cutting-edge wealthtech SaaS platform, Advisor WealthDesign™ (AWD).
  • Advisor WealthDesign™ builds on Parti's proprietary cloud-based portal Advisor SketchBook™, an advisor-facing tool designed by Parti Pris and developed by SoftPak in 2020.
  • AJO and SoftPak have made undisclosed investments in Parti Pris, and SoftPak will continue as a key developer of the Parti Pris Advisor SketchBook™ portal.

Envoy by Four Seasons: First Collaboration of 2019 Announced

Retrieved on: 
Thursday, February 28, 2019
Visual arts, Geography of Michigan, Grand Rapids, Michigan, ArtPrize, Sketchbook, Storytelling, Nowlan, Envoy, Emotive, Michigan

Missy's emotive portfolio features journals and sketchbooks laden with colourful scenes and thoughtful poetry inspired by her global travels.

Key Points: 
  • Missy's emotive portfolio features journals and sketchbooks laden with colourful scenes and thoughtful poetry inspired by her global travels.
  • "Transcending follower-count, geography, culture and language, the diverse range of Envoy applicants demonstrates the appetite for a program rooted in authentic storytelling," says Peter Nowlan , Chief Marketing Officer, Four Seasons Hotels and Resorts.
  • Drawn to her craftsmanship, visual narrative style and passion for travel, Four Seasons has invited Missy to be the first Envoy in a series of collaborations rolling out this year.
  • In 2018 she was awarded the Educator Award from 1,400 exhibiting artists at the ArtPrize Competition of Grand Rapids, Michigan.