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Financial Advisor Client Toolkit
Web Site:
Category: Software\Back Office
Location: Dorset - Poole, United Kingdom
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United Kingdom
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(Oceanview Software) Desktop application for Independent Financial Advisors |
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ASAP Advisor Services
Web Site:
Category: Resources
Location: New York - New York, United States
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United States
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Provides marketing, data distribution and client support services for money managers. |
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Alter Capital
Web Site:
Category: Stocks and Bonds\Hedge Funds
Location: Monte Carlo, Monaco
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Monaco
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Offers a club solution to selected individuals looking for access toward alternative assets, hedge funds ... |
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ClaroLogic
Web Site:
Category: Money Managers\Software
Location: Tyne, United Kingdom
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United Kingdom
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Personal and enterprise level portfolio and fund management systems. |
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Croesus Portfolio Management System
Web Site:
Category: Money Managers\Software
Location: Quebec - Laval, Canada
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Canada
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An advanced portfolio management software solution for the securities industry. |
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A.S.A.P. Advisor Services, Inc.
Web Site:
Category: Money Managers
Location: New York, United States
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United States
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Offers investment marketing and data distribution services for money managers, hedge fund managers and financial ... |
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GeoInvestor
Web Site:
Category: Guides
Location: New Jersey - Lawrenceville, United States
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United States
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For global investors, a database covering 42 countries. |
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FinLab
Web Site:
Category: Money Managers\Software
Location: Geneva, Switzerland
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Switzerland
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PackHedge is a global fund data-management system for fund research & analysis. |
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Financial Services and Banking Benchmarking Association
Web Site:
Category: Research and Analysis
Location: Texas - Houston, United States
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United States
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FSBBA is dedicated to the analysis and improvement of business processes in the brokerage, investment ... |
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Oceaniashares
Web Site:
Category: Research and Analysis
Location: Raglan, New Zealand
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New Zealand
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Provides research and analysis for small investors, family trusts and investment clubs. |
