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November 19, 2010 Hits: 2480
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
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: 1424
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: 1358
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: 1011
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: 1113
FinFolio provides portfolio management software to investment advisors and money managers.
November 19, 2010 Hits: 1238
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: 1308
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: 1288
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
November 20, 2010 Hits: 1288
January 11, 2011 Hits: 873
October 02, 2010 Hits: 1645
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: 816
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.
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