UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade... Read More
We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. Read More
For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent Portfolio Exchange® (APX), the first integrated portfolio management and client relationship management solution. And the first to span the entire enterprise—front, middle, and... Read more »
Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily... Read more »
Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle office automation through trade capture and reconciliation, and full portfolio, fund and investor accounting and reporting. Geneva is designed to support complex alternative... Read more »
By SS&C Advent Software
A cloud-based technology platform makes your firm more agile and responsive, which translates to better client service. It’s a clear value-added differentiator in an increasingly competitive business.
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By SS&C Advent Software
Technology has empowered the investment management industry to grow exponentially over the last 30 years. But with that growth has come enormous complexity—a proliferation of instruments, 24-hour trading, accelerated settlement cycles, worldwide variations in accounting standards, tighter and...
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By SS&C Advent Software
In today’s more competitive environment with more and more financial services providers adopting a “wealth management” message, independent advisors are being challenged to continue to differentiate their offering. Leading firms, however, are embracing technology in their marketing and branding...
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