Summary
This business provides advanced portfolio management and accounting solutions tailored for institutional asset and wealth management firms. Their offerings include a comprehensive suite of financial technology solutions such as portfolio management, trading, compliance, fund order management, data management, and client relationship management. They serve a diverse clientele including asset managers, wealth managers, and alternative investment managers, focusing on optimizing workflows and enhancing operational efficiency.
We offer API access to our data.
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Label
Value
Active Dates
27.9 years — Since Feb 1997
Web Hosting
Platform
E-Mail Provider
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology and Services
2. Portfolio Management
Vendor
Source
Atlassian
TXT Record
Citrix
TXT Record
Statuspage
TXT Record
Salesforce
TXT Record
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| 2023 |
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| 2024 |
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