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November 15, 2010 Hits: 2229
Adhesion Wealth Advisor Solutions is a company focused on providing innovative solutions for registered investment advisors.
November 15, 2010 Hits: 2202
Advent OnDemand® offers Advent's award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation.
November 19, 2010 Hits: 614
November 12, 2010 Hits: 625
AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.
November 15, 2010 Hits: 829
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
November 15, 2010 Hits: 647
B-Ready Outsourcing Solutions, Inc. (B-Ready) provides virtual, back-office outsourcing services to the professional investment advisor community.
November 18, 2010 Hits: 629
BaySys Technology enables Investment Advisory firms to fully leverage their investment in systems, technology and personnel.
November 15, 2010 Hits: 753
Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers.
October 02, 2010 Hits: 841
BOSS has been a pioneer in outsourced support of independent investment advisors since 1996 and that tradition continues today.
November 15, 2010 Hits: 671
BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.
November 15, 2010 Hits: 568
CSSI's BackOffice Service is an in-house back office operations outsource designed to serve as a firm's reconciliation staff (or staff supplement).
November 15, 2010 Hits: 520
Financial Data Solutions provides a unique customer-centered service to Financial Advisors who manage their customer relations using the Optima IAS web based software platform.
November 15, 2010 Hits: 552
Financial Support Services, LLC is a PortfolioCenter Service Bureau® and professional out-sourcing service which provides alternatives for financial, accounting and legal professionals who prefer to devote less time and expense to maintaining data and managing a back-office staff.
November 15, 2010 Hits: 508
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 15, 2010 Hits: 564
Krisan Marotta of Krisan's BackOffice, Inc. invented outsourcing the back office for investment managers in 1992 and has been providing comprehensive, personalized PortfolioCenter and Centerpiece data management ever since.
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