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harryduffy/AdviserLogicAPI
harryduffy/AdviserLogicAPI PublicThis project provides the pythonic, programmatic basis for Financial Advisors to interact with Morningstars AdviserLogic tool.
Python 1
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harryduffy/SmartForms
harryduffy/SmartForms PublicSmartForms was built to integrate into the automation-directory I built for Integral Private Wealth. It makes highly used document production and sharing more efficient.
HTML 1
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harryduffy/task_inceptor
harryduffy/task_inceptor PublicThe Web Application that tracks all open tasks for clients and guides employees through a task-oriented workflow.
Python
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