|7 results - showing 1 - 7||
November 12, 2010 Hits: 1372
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: 1412
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: 1002
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 20, 2010 Hits: 1284
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
October 02, 2010 Hits: 1634
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: 1027
Principia CAMS provides advisors with the portfolio accounting, performance reporting, and client management tools needed to effectively run their practices.
November 20, 2010 Hits: 1039
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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