Private Client Compare 22 Companies
Compare and research Investing Private Client companies and businesses online.
Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,...
Founded by industry experts, ActiveViam understands the data analytics challenges faced by financial institutions across trading desks, risk, and compliance. That is why we pioneered the use of high-performance analytics in finance, helping the largest investment banks, asset managers and hedge...
Croesus is a fintech offering cutting-edge, easy to use wealth management solutions. Portfolio management solutions maximize efficiency, and data analysis tools allow financial services professionals to make informed decisions.
STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade...
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...
We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
Argo SE is a financial technology provider. We design highly efficient electronic trading and risk management software.
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 independent registered investment advisors. Albridge Solutions draws upon its financial...
We leverage Agile development and DevOps best practices to accelerate customer collaboration and deliver meaningful innovations every 90 days. Our modern mainframe solutions integrate into your cross-platform, enterprise-DevOps toolchain so you can fully leverage your high-value mainframe...
Sentry PM - Portfolio Management System: Sentry PM is a web-based front-to-back office portfolio management system. Sentry PM combines robust functionality with a user-friendly experience to offer a scalable solution and deliver efficiency and transparency to your investment management process.
Learn more about Sentry PM - Portfolio Management System
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