Products in the Wall Street & Technology Online Buyer's Guide
By BNY Mellon
Supported by 225 years' experience, we deliver the world-class capabilities of a global leader with the tailored solutions, care and commitment of a small firm. We offer our customized wealth management solutions to wealthy individuals and families, family offices, charitable gift programs,... Read more »
With NexJ’s Wealth Management CRM solution wealth managers are able to build detailed customer profiles, implement loyalty programs, integrate financial account and portfolio information and automate day-to-day business processes. As a result they can increase customer loyalty, augment share of... Read more »
By Odyssey Financial Technologies
WealthManager™ is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who advise individuals and manage their wealth. The platform is a suite of components that can be combined flexibly to create leading business solutions for Client... Read more »
Web Ally CRM makes it easier for everyone to see and act on decision-driving information and is a flexible, highly secure product that works just as well on a laptop in the field as it does in the office. Scherrer's Web Ally CRM solution for financial services enables firms to reduce costs,... Read more »
By Smarsh
The Smarsh Web Archiving service crawls any website and captures each Web page and all of its contents (including audio, video, RSS feeds, blogs, social feeds, slideshows, PDFs, JavaScript and more) in original format, providing the precise record of what was published online at any specific... Read more »
By activePDF
activePDF® WebGrabber™ is a server-based, scalable, HTML-to-PDF and URL-to PDF-converter, allowing virtually anything that can be viewed in a web browser to be converted to PDF. Read more »
By eFront
WebLP by eFront provides fund managers with an efficient reporting system, able to communicate efficiently, in full transparency, and in perfect safety with their investors around the world. Read more »
By Worldline
A state-of-the-art trading facility (OMS) with a risk control engine and access to all market data will help you gain competitive advantage and market share. Our WL Trade Order Management offers a global and open brokerage platform for all types of orders: equities, derivatives, OTC products,... Read more »
