Compliance Net is an automated, Internet based compliance software process designed to shield mutual fund dealers, brokerage houses and investment council from “improper supervision” lawsuits brought against the firm, the compliance department
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,... Read More
ClearStructure Financial Technology is a web-based portfolio management system, Sentry PM, leverages the latest advancements in technology to provide the unmatched flexibility, complete functionality and seamless automation.
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.