InvestEdge is a leading provider of innovative advisor solutions to wealth management firms. Our award-winning solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance management and fiduciary monitoring, client portal and data aggregation tools. Our model marketplace (MMxCHANGE) provides access to third party investment products for wealth management firms.
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
BlackLine Systems specializes in solutions that optimize and automate financial close processes. An astonishing number of processes within the accounting and finance group are still manual, spreadsheet-driven, and error-prone. The functionality that is offered in BlackLine's applications is...
Morningstar CPMS provides fundamental data, Brokers' estimates and software for use in backtesting, stock selection and market, industry and portfolio analysis. We provide coverage totaling over 3000 companies in the U.S. and Canada.