Portfolio Accounting

At Hedgeguard, we understand the dynamics of your fund, the demands from investors and the drive to maximise alpha. Our...

LeaseQuery helps accountants and financial professionals eliminate lease accounting errors through its CPA-approved, cloud-based solution. LeaseQuery’s software is built by...

Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Our firm’s independent platform empowers...

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...

Infovisa is a leader in trust accounting software. We develop applications that let trust accounting professionals focus less on running...

AllBackoffice Consulting is a financial technology company dedicated to converting 100% of advisor office work into highly automated information management...

Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIA’s distinct identity and strategy...

InvestEdge provides a platform with a streamlined set of suites and tools to handle all aspects of wealth management, including...

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...