Netflix started by mailing DVDs one at a time. They did not wait for broadband to become widely available before building the company.

But when broadband was readily available, they became a juggernaut!

Netflix started delivering movies with a manual, time consuming process until they could stream movies to every device.

The financial industry is still in that “mailing DVDs” phase when it comes to managing “held-away” assets.

Plan Confidence has the ability to automate everything today except the trading — but the company is working on solving that too.