Summary
This platform provides a comprehensive software and data solution designed for investment professionals, enabling them to manage complex investment portfolios. It offers tools for portfolio trading, scenario modeling, and streamlined billing, catering to wealth managers, family offices, private banks, broker-dealers, and institutions. The platform emphasizes data aggregation, analysis, and visualization to enhance decision-making and client reporting.
We offer API access to our data.
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Label
Value
Active Dates
19.0 years — Since Jan 2006
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology
2. Portfolio Management
Vendor
Source
Microsoft
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TXT Record
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| 2024 |
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