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December 12, 2010 Hits: 766
Advisor Portals is the newest creation from Make It A Great Day, Inc. This stand-alone communication tool allows financial advisors to share documents, manage projects/tasks/events, and publish articles for their clients.
October 03, 2010 Hits: 723
The Client Portal Platform enables a revolutionary new way for advisors to practice: straight-through processing of tasks for clients.
November 27, 2010 Hits: 932
November 25, 2010 Hits: 715
Lockbox is a platform for secure document exchange that enables you to send and receive files over a secure Internet connection.
November 25, 2010 Hits: 718
AdvisorVault is easy to use and offers extraordinary security. Not only are files encrypted while being uploaded or downloaded, they are also stored using high encryption-a feature not available from most other online storage vendors. In addition, the system sits behind multiple firewalls.
November 26, 2010 Hits: 616
AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.
November 27, 2010 Hits: 846
Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers.
November 27, 2010 Hits: 623
BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.
November 24, 2010 Hits: 817
November 27, 2010 Hits: 1161
eMoney 360 Pro provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service.
November 24, 2010 Hits: 682
At first glance, FamilyOfficeNetwork® is an easy way to electronically share documents between you and your clients, when you dig deeper, you will quickly discover that it is so much more.
November 27, 2010 Hits: 763
The Finance Logix suite of products is designed to provide the appropriate financial modeling sophistication and complexity in a client facing, intuitive platform.
November 26, 2010 Hits: 737
Your search for the right CRM is over. Grendel eliminates the frustrations that plague advisors with an easy-to-use, lightening-fast, and powerful practice management solution.
November 26, 2010 Hits: 769
iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.
November 27, 2010 Hits: 739
Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.
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