Digital Safe, a scalable, secure archiving solution, is a SEC 17a-4 compliant solution that captures, archives and retrieves electronic correspondence and digital documents. Digital Supervisor, a content monitoring and supervision solution.
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
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
BDOS is a comprehensive back office software solution, created specifically for introducing broker dealers. In addition to Commissions, BDOS is a complete general ledger accounting system with: Trial Balance, Balance Sheet, Income Statement, P&L, Comprehensive Income Statement and a...