|13 results - showing 1 - 13||
November 19, 2010 Hits: 2470
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
November 19, 2010 Hits: 2265
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago.
November 12, 2010 Hits: 1375
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: 1919
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: 788
BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.
November 19, 2010 Hits: 1006
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 25, 2010 Hits: 1302
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: 1285
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
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.
October 02, 2010 Hits: 1641
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: 1042
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.
|13 results - showing 1 - 13||Results per page:|