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
We understand the complex challenges that the Office of the CFO faces and translate that knowledge into intuitive, enterprise-scale CCH Tagetik performance management software solutions. Unprecedented efficiency. Powerful insights. Pinpoint accuracy. AI-based CPM helps finance teams make... Read More
Iron Mountain’s Digital Archives provides a rapidly implemented, cost-effective, and SEC compliant solution for the supervision and retention of e-mail, instant messages, scanned images, and computer output. Read More
Varden Technologies', eReportal, is a Client Reporting Software for investment firms. It provides centralized reporting that is open-ended from data, presentation, workflow, and deliverable-type standpoint. Some of eReportal's core features include Data Aggregation & Quality Audit,... Read more »
Matrix is a web-based monitoring and notification platform that is redefining how investment firms manage and reduce the operational risks inherent to the investment process. Stricter regulatory requirements, increasingly complex investment vehicles, and larger trading volumes are making... Read more »