TRUPOINT helps financial institutions succeed by providing them effective, efficient insight into their data. We accomplish this through a unique combination of an outstanding team of compliance experts and our TRUPOINT Analytics software. Great People + Powerful Analytics Software = Client Success.
We offer data analysis, regression, and consulting solutions for Fair Lending, CRA, HMDA, Redlining and BSA/AML.
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
Morningstar CPMS provides fundamental data, Brokers' estimates and software for use in backtesting, stock selection and market, industry and portfolio analysis. We provide coverage totaling over 3000 companies in the U.S. and Canada.