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    4.7 / 5.0
    Customer References3 total
    About

    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.

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    4.7 / 5.0
    Customer References97 total
    About

    Jack Henry Banking is a leading provider of the integrated technology platforms banks need to process financial transactions, automate business processes, and manage mission-critical customer and business information. They now serve as the primary technology partner for approximately 1,100 banks ranging from community banks to multi-billion dollar mid-tier banks and multi-bank holding companies, including approximately 15 percent of mid-tier banks with assets ranging from $1 billion to $30 billion.

  • Reference Rating
    4.7 / 5.0
    Customer References38 total
    About

    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.