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Portfolio Management

Compare and research Portfolio Management companies and businesses online.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA's iPM - Intelligent...
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ByAllAccounts, Inc. enables the automated gathering of financial account data, which includes collecting balance, position, and transaction data from thousands of financial institutions. This aggregate...
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Advent Portfolio Exchange is an end-to-end solution integrating all phases of the investment management process - CRM, portfolio management, performance analytics, accounting, reporting and marketing. Advent...
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Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and...
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GoldenOmega has been developing software for the lending,construction, non-profit, legal and nursing industries for over 25 years. Our product line of cutting edge, Windows based software for loan servicing, trust...
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Isis Financial Systems is a leading provider of portfolio-management and accounting software and services. Our solution - “IMS” provides mission-critical services to asset managers, hedge funds, mutual funds,...
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Portfolio Management Products

i-UCC
GoldenOmega
Federal form software for the preparation of all UCC forms for all 50 states. Don't let a bank take your property! When a UCC statement is filed with the Secretary of State’s office in your state, your interest in the property takes precedence over the... Read more ›
iPM - Intelligent...
INDATA
INDATA iPM - Intelligent Portfolio Management® is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process... Read more ›
Portfolio Modeling
Isis Financial Systems
Portfolio Management Tools Portfolio Modeling: Reliable portfolio-management tools are essential to making accurate and timely decisions for your clients. With Isis Financial Systems’ Investment Management System – “IMS”, managers can design portfolio models... Read more ›