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Zunna markets and distributes investment software and research services. Our clients include mutual funds, bank trust departments, corporations, financial planners, accountants, plan sponsors and researchers.

We are actively looking for additional products to offer our customers. We specialize in long-term financial planning and investment strategy validation. We set a very high standard for the products we offer, which keeps our catalog short and our customers happy.

 

Mission

Our mission is to provide the most meaningful information possible to investors and investment advisors to help them make financial decisions. We recognize that each investor has unique requirements and circumstances. We strive to offer highly personalized service. Complete customer satisfaction is our single most important goal.

 

History

Zunna, Inc. was founded in 1999 as a marketing and distribution company for investment software and research services. The first product added to our catalog was WATS.

WATS was created in 1996 by J&J Financial Company to help investors understand the impact of horizon on investment strategy. As predicted, WATS showed that longer horizons are better suited to more aggressive strategies, whereas shorter horizons require more conservative strategies.

WATS has been discontinued as a PC-based product effective February 2004.

 

Copyright © 2000, 2004  Zunna, Inc.

Last updated on 02/12/2004