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The Information Exchange for Advisors provides a holistic view of your clients’ entire financial profile. |
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Grow your business with a web-based portfolio management system you will never outgrow. |
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AppCrown provides a comprehensive solution to develop the business of broker/dealers, independent RIAs, and R/Rs. Broker/dealers are able to grow their enterprise value through AppCrown strategic implementation and applications.
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AssetBook is the complete portfolio management system for investment advisors looking to minimize their administrative demands and maximize their client interaction. AssetBook is the premier Portfolio Management Software as a Service (SaaS) designed specifically for investment advisors. AssetBook provides advisors with an industry-leading combination of web-based software and personalized service including Portfolio Accounting, Reporting, Trading, and Client Access. |
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Outsourced performance reporting for investment advisors via a secure, easy-to-use, web-based application. |
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Founded in 1999, ByAllAccounts delivers reconciliation-ready data to advisory firms. The ByAllAccounts-Advisor Products technology partnership enables clients to view brokerage, bank, and other accounts, including held-away assets, from their personal client portal. |
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A comprehensive, visual, dynamic, and collaborative financial planning solution delivered online or on your desktop. |
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Laser App Software creates products that combine state of the art form filling technology with a massive library of industry related forms. |
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Intuitive, goal-oriented or cash-flow planning solutions that fit your practice, delivered on your desktop or online. |
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Sophisticated, client-centered software that makes financial planning easy, fast, smart, and fun. |
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A web-based portfolio management application and service bureau that frees you from data management. |
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Easy to learn yet comprehensive web-based CRM, imaging, and emailarchiving for financial professionals. |
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Trumpet is the leading provider of comprehensive document management solutions for the financial planning industry. Trumpet combines deep experience in the financial advisory field with extensive "tech" know-how to streamline your firm into the paperless world. |