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 Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
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
By Tegra118
Tegra118’s Unified Wealth Platform (UWP) provides financial institutions and advisors with easy access to sophisticated UMA portfolio management and trading capabilities for greater flexibility and a streamlined experience. The platform also offers goals-based and comprehensive financial... Read more »