Hi,
I work at a smallish company, and my boss wants to do a pilot run of some public stock portfolios he has. It's relatively small base (probably no more than 100,000, even as small as 10,000 if we can get away with it) so really he just wants me to handle it for now, and if it's successful we'd probably swap into something bigger as a platform later if we need to. Anyways, does anyone know basic platforms that would be great for this purpose? It seems silly to do something like WeBull for an LLC, but if that is a recommendation, we could do that.
The portfolio type is very basic, likely no more than 15 different companies held at a time, with 3 month rebalancing.
Thanks
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