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AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. They are a true business partner to your firm. This sort of relationship is unique in their industry. AssetBook has a very basic mission they are proud to offer to their clients: They make your life easier,save you time, and help you sleep better at night.
BancTec is a global leader in financial transaction automation and document management services for organizations seeking to drive efficiency in financial back-office processes. BancTec serves a blue chip client base spanning over 50 countries, with a global team of more than 4,000 employees across 35 offices and operating centers. BancTec uses a common technology platform to deliver reliability, security and consistently high levels of performance.
Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. They provide leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community - driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.
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