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Partnership: 0
AccuRisk® is a powerful tool to visualize market dynamics and monitor portfolio risk in real-time. It is also a communications...
Integrations: 0
Partnership: 0
AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established 10 years...
Integrations: 0
Partnership: 0
AlphaDesk is part of Refinitiv, one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000...
Integrations: 2
Partnership: 0
The genesis of the ATA RiskStation™ platform was an unmet need. ATA RiskStation™ was developed by Aladin Abughazaleh, a private...
Integrations: 1
Partnership: 0
BasisCode Compliance offers the industry's broadest set of integrated compliance software to improve compliance management for asset managers, broker dealers,...
Integrations: 20
Partnership: 0
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...
Integrations: 3
Partnership: 0
Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries. In the Insurance...
Integrations: 1
Partnership: 0
Empaxis Data Management, Inc. is a leading provider of middle- and back-office services to independent investment advisors. Our team of...
Integrations: 3
Partnership: 0
Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk...
Integrations: 1
Partnership: 0
SEM Wealth Management is a SEC Registered Investment Advisor with offices in Arizona & Virginia. We work with advisors across...
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