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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.
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk & compliance, corporate, consulting and outsourcing solutions. FIS employs more than 55,000 people worldwide and holds leadership positions in payment processing, financial software and banking solutions.
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.
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