The WINSALES for Financial Managers and Brokers is an off the shelf and ready to use Client Marketing System that will optimize your marketing and client practice management efforts. The WINSALES system seamlessly scales from a single broker or manager to
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
Tier1ACE for Capital Markets is a specialized on-demand (SaaS) CRM product for equities / debt capital markets – including List management, a Roadshow Marketing Calendar, Interest & Holding tracking, Research Preferences, Conference Management, telephony and access to 200,000 buy-side owners via...
CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity.