Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
Trendrating is a global leader in the field of advanced analytics and portfolio management technology serving thousands of asset owners worldwide, counting strategic partners such as Bloomberg, Euronext and FactSet. Our proprietary and unique trend-capture and rating methodologies are used as... Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
By Financial Technology Laboratories, Inc.
Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, fixed income portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single... Read more »
By Financial Technology Laboratories, Inc.
GLOBAL Fixed Income Security Analytics (GLOBAL-FISA) from FTLabs is a software development component for calculating yields, price, duration, convexity, and a broad range of other analytical values for securities that trade in major developed bond markets around the world.
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By Financial Technology Laboratories, Inc.
Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single consolidated...
Read More