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December 12, 2010 Hits: 761
Advisor Portals is the newest creation from Make It A Great Day, Inc. This stand-alone communication tool allows financial advisors to share documents, manage projects/tasks/events, and publish articles for their clients.
October 03, 2010 Hits: 720
The Client Portal Platform enables a revolutionary new way for advisors to practice: straight-through processing of tasks for clients.
November 27, 2010 Hits: 925
November 25, 2010 Hits: 710
Lockbox is a platform for secure document exchange that enables you to send and receive files over a secure Internet connection.
November 25, 2010 Hits: 716
AdvisorVault is easy to use and offers extraordinary security. Not only are files encrypted while being uploaded or downloaded, they are also stored using high encryption-a feature not available from most other online storage vendors. In addition, the system sits behind multiple firewalls.
November 26, 2010 Hits: 613
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
November 27, 2010 Hits: 845
Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers.
November 27, 2010 Hits: 621
BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.
November 24, 2010 Hits: 815
November 27, 2010 Hits: 1149
eMoney 360 Pro provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service.
November 26, 2010 Hits: 734
Your search for the right CRM is over. Grendel eliminates the frustrations that plague advisors with an easy-to-use, lightening-fast, and powerful practice management solution.
November 26, 2010 Hits: 766
iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.
November 27, 2010 Hits: 737
Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.
November 26, 2010 Hits: 820
Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor's practice.
November 24, 2010 Hits: 592
PowerPortal is an easy way to share critical information with your clients and provides affordable anywhere access to important documents and data files.
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