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AssetBook

AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.

 
 
Collegiate Funding Solutions

CFS provides web-based college planning software to financial services professionals through multiple software licensing options. CFS also provides add-on services to help the financial services professional deliver comprehensive college planning services and grow their business

 
 
Ebix  SmartOffice

Ebix CRM began developing solutions to support agents and advisors more than 20 years ago.

 
 
Ebix  SmartOffice

Used by more than 120,000 financial advisors, Ebix is the most popular CRM in financial services. Ebix CRM is Web-based, includes document imaging, performance reporting, and asset allocation tools, and it is integrated with about 200 advisor applications and productivity tools. Ebix, which is publicly held, is the third fastest growing company in the world, according to Fortune.

 
 
IPS AdvisorPro
IPS AdvisorPro® is a systematic online solution for the quick and easy creation and management of fully customized, professional Investment Policy Statements (IPS). The application includes unique compliance features, and the ability to broadcast policy changes to ALL previously created IPSs with the click of a mouse.
 
 
Total Rebalance Expert
Total Rebalance Expert is the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management. TRX is easy to implement and user friendly: Quick installation and startup, intuitive user interface, avoids unneeded complexity (functionality required for active managers, market timers).
 
 

Sage ACT! 2011 makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with.

 
 
Act4Advisors 'adds on' a customized financial services interface to the Sage ACT! software.
 
 

Adhesion Wealth Advisor Solutions is a company focused on providing innovative solutions for registered investment advisors.

 
 

Axys®, Advent's industry-leading portfolio management, reporting and accounting solution, brings speed, accuracy, and flexibility to your firm's investment management practice.

 
 

Advent OnDemand® offers Advent's award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation.

 
 

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.

 
 

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.

 
 
Advisor CRM is built using Microsoft Dynamics® CRM and leverages applications you and your staff are already using today, like Microsoft Outlook, Word and Excel.
 
 

Advisor Designs - Specializing in the art and science of online brand identities for Compliance Regulated Professionals.

 
 
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