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“We are very excited about this new launch. It was received with a great excitement internally. Advisors are impressed with a new online portal which removes much of the laborious manual administration an lets them focus on servicing the customers instead. The FA deployment team did an excellent job. They …
"Our business is enabling customers with direct access to investing non-listed securites. In early 2013 we started to seek out a solution for us FA was a right choice due to their solution portfolio and knowhow. The solution gives us a platform to handle our growing securities and customer base. …
Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …
QPLIX is all about digitalising the management of complex financial portfolios. The Wealth Management Platform's customer groups include family offices, foundations and trusts, investment funds, asset managers, institutional investors, and …
PDWare is a market leader in providing resource planning and portfolio oversight software to organizations managing project portfolios. PDWare was founded in 2001 to provide high-value, low-overhead resource planning software …
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