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
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... 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. 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 »