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November 19, 2010 Hits: 2470
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
November 12, 2010 Hits: 1374
Axys®, Advent's industry-leading portfolio management, reporting and accounting solution, brings speed, accuracy, and flexibility to your firm's investment management practice.
November 19, 2010 Hits: 1416
Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process - portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing.
November 19, 2010 Hits: 1352
November 19, 2010 Hits: 1004
Captools/net is the third generation of investment portfolio management, ROI performance measurement and reporting software from Captools Company for investment advisors, money managers, broker/dealers, family offices and others entrusted with managing investment assets.
November 19, 2010 Hits: 1232
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 20, 2010 Hits: 1285
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
November 20, 2010 Hits: 1287
November 20, 2010 Hits: 903
Portfolio Director is affordable and easy - this portfolio management software has all the tools you need to create professional reports and customized analyses for your clients.
January 11, 2011 Hits: 871
October 02, 2010 Hits: 1637
PortfolioCenter is a multicustodial portfolio management and reporting software solution that provides you with complete flexibility and control, so you can run your back office efficiently and serve your clients better.
November 20, 2010 Hits: 814
Cornerstone Revolutions, Inc. provides independent investment professionals with the technology products and services needed to operate independently or with a staff. We believe in providing our customers with relevant, customizable and scalable offerings that support their independence and grow with their business.
November 20, 2010 Hits: 1041
PortfolioServices is a web-based portfolio management and performance reporting solution that is managed for you by a dedicated service team at Schwab Performance Technologies.
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