Private Client (23 companies found)

Compare and research Investing Private Client companies and businesses online.

  • VestServe

    The flexible solution for sophisticated portfolio management.
    Rating: 5 - 1 review
    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,...
  • Compuware

    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...
  • Financial Technology Laboratories, Inc.

    PortFini: Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single consolidated...
  • ClearStructure Financial Technology

    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.
  • RenPSG

    DonorFirst - charitable technology and services: Deliver enhanced philanthropic support to your HNW, family office and private foundation clients with the adoption of Crown's outsourced DonorFirst technology and administrative services. The state-of-the-art Web application provides shareholders/clients/donors with advanced support for...
  • Croesus

    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.
  • Accutech Systems Corporation

    Accutech specializes in Trust Accounting Software, Wealth and Investment Management Software, and Traditional and SaaS/ASP Trust/Investment Software solutions.
  • Argo SE, Inc.

    Argo SE is a financial technology provider. We design highly efficient electronic trading and risk management software.
  • Broadridge Financial Solutions, Inc.

    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.
  • SS&C Advent Software

    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...