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“My talent is meeting people, bringing them into the office, getting the business, and managing the portfolios. It isn’t inputting data.”
“eMoney allows us to graphically show a client’s finances. Our clients really respond to a living plan versus a printout from a spreadsheet. And eMoney is interactive, so we can create scenarios and change values in real time and get our clients’ reactions right there.”
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 …
Koyfin is a data visualization and analytics application for financial and investing professionals. Their goal is to provide powerful and straightforward analytics to every investor.
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, …
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