SS&C Advent is a leading provider of portfolio management and accounting solutions and services to the world's leading institutional asset and wealth management firms. Explore how our financial technology solutions and services can help your business nee
Private Wealth Systems offers portfolio management and reporting software uniquely designed for family offices, UHNWIs, and banks.
Reports that eWebPortfolio is offering its portfolio management and accounting software over the Internet. Features of the program designed and written by Terry Jolly as a full-featured portfolio managemen...
With that said, below are some things for RIAs to consider when evaluating their portfolio management and accounting platforms. What to Look For in Portfolio Management Software for Advisors Functionality This one is a no-brainer. Functions and features are some of the main reasons you're consider...
Dynamo offers an out-of-the-box report library, configurable workspaces and dashboards, robust Excel integration, and integration with Dynamo’s other modules such asAccounting,CRM, andPortfolio Managementmodules. We host a dedicated portal for portfolio companies where they can access their own data...
Track the performance of your stocks, mutual funds, and other investments with Fund Manager, portfolio management software
Rotkiis an open source portfolio management tool that protects your privacy. The mission of rotki is to bring transparency into the crypto and financial sectors through the use of open source. Most importantly, unlike virtually every other competing service which consists of a closed source SaaS on...
I am very happy with the iRecord software, as it is helping me manage my portfolio as well as of my clients. I would say iRecord Software Sync is the Future of Indian Investors , Thanks! - Mr. Vijay Kedia , Investor It is the Best Portfolio Management & Share Accounting software. No...
Reports that eWebPortfolio is offering its portfolio management and accounting software over the Internet. Features of the program designed and written by Terry Jolly as a full-featured portfolio management systems offered exclusively on... F Williams - 《Pensions & Investments》 被引量: 0发表: 200...
Manage and grow your alternatives business with Linedata's hedge fund portfolio management software platform. It integrates data analytics and various additional services.