|18 results - showing 1 - 15||1 2||
November 19, 2010 Hits: 2470
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
November 19, 2010 Hits: 2272
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago.
November 12, 2010 Hits: 1376
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: 1420
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: 1921
For financial institutions and advisors seeking a competitive service advantage, Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets.
November 19, 2010 Hits: 1356
November 19, 2010 Hits: 788
BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.
November 19, 2010 Hits: 1009
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: 1111
FinFolio provides portfolio management software to investment advisors and money managers.
November 19, 2010 Hits: 1234
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 25, 2010 Hits: 1305
Broadridge's Investigo Advisor Solution provides financial advisors with an unprecedented combination of portfolio management, sales and marketing productivity, and flexible reporting options in a single platform.
November 20, 2010 Hits: 1287
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
November 20, 2010 Hits: 905
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: 872
October 02, 2010 Hits: 1642
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.
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