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Scivantage
Scivantage is the leading provider of on-demand, front- and middle-office technology solutions to the financial services industry.
trading
financial planning
financial advisor
online trading
alerts
ACH
back office
account management
transaction processing
performance reporting
Maxit
front-office
corporate actions
brokerage software
OFX
event notification
cost basis
electronic document delivery
tax optimization
portfolio reporting
advisor workstation
account opening
middle-office
retail investor
wash sales
adjusted cost basis
advanced trading
complex options
electronic money movement
investor dashboard
Scivantage
www.scivantage.com - 2009-02-14
Visis Consultancy Services : Virtual Intelligence System
Visis Software is the leading provider of on-demand, front- and middle-office technology solutions to the financial services industry.
trading
financial planning
financial advisor
online trading
alerts
ACH
back office
account management
transaction processing
performance reporting
Maxit
front-office
corporate actions
brokerage software
OFX
event notification
cost basis
electronic document delivery
tax optimization
portfolio reporting
advisor workstation
account opening
middle-office
retail investor
wash sales
adjusted cost basis
advanced trading
complex options
electronic money movement
investor dashboard
Visis Software
www.visisco.com - 2009-02-13
Informa Investment Solutions
Our products and services include Manager Searches, Return Based Style Analysis, Report Designer, Performance Measurement, Client Reporting, Custodian Data ...
Advice
Estate Planning
Asset Allocation
Advent
Cash Flow Analysis
eMoney
Bonair
Client Reporting
Attribution Analysis
EISI
Client Presentation
Account Review
Advisor Workstation
Evestment Alliance
Advisor Software
Envestnet
AIMSE
Batch Reporting
Checkfree APL
Account Paperwork
Advice America
Advisor Station
Bank Statement Input
Callan PEP
Centerpiece performance
CheckFree Investment
Client Acquisition Solution
Client Web Report Delivery
Contribution analysis
Effron Enterprises
Effron PSN
www.effron-performer.com - 2009-02-04
ByAllAccounts: Reconciliation-Ready Financial Account Data Aggregation
Reconciliation-Ready Financial Account Data Aggregation for Investment Management and Advisory Firms
download
investment
financial
data
outsourcing
automated
automation
feed
advisory
Advent
aggregator
Centerpiece
family office
BAA
consolidated
aggregation
Morningstar
back-office
outsourcer
APX
INDATA
AccuTech
Axys
Portfolio Center
Advisor Workstation
DataConnect
AccuTrust
Data Connect
PortfolioCenter
Custodial Integrator
manual entry
byallaccounts.com - 2009-02-06
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