Best Investment Management Software
BASED ON CLIENT REVIEWS
Rank | Product Name | CROWD SCORE |
REVIEW STATUS |
VERIFIED | IDEAL FOR | Starting Price | Performance Tracking | Investment Fund Management | Client Database Management | Emissions Risk Management | Equities Database | MORE INFO |
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WEALTH MANAGEMENT PLATFORMUnverified. |
54.4
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Mid-Sized Business |
Low | ||||||
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Wealth Management Platform
71 Stevenson Street, Suite 400,
San Francisco, California
Wealth Management Platform Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Wealth Management Platform. To learn more about us and manage and complete your brand description, please click here.
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AXYSUnverified.No Client Reviews. |
44.4
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Mid-Sized Business |
Low | ||||||
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Axys
600 Townsend St,
San Francisco, California
Axys Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Axys. To learn more about us and manage and complete your brand description, please click here.
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STATPRO REVOLUTIONUnverified.No Client Reviews. |
42.2
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Mid-Sized Business |
Medium | ||||||
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StatPro Revolution
100 High Street Suite 1550,
Boston, Massachusetts
StatPro Revolution Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of StatPro Revolution. To learn more about us and manage and complete your brand description, please click here.
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EFRONTUnverified.No Client Reviews. |
29.3
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Small and Mid-Sized Business |
Low | ||||||
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eFront
230 Congress Street,
Boston, Massachusetts
eFront Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of eFront. To learn more about us and manage and complete your brand description, please click here.
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BLUELEAFUnverified.No Client Reviews. |
26.7
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Mid-Sized Business |
Medium | ||||||
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BlueleafBoston, Massachusetts
Blueleaf Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Blueleaf. To learn more about us and manage and complete your brand description, please click here.
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360 PROUnverified.No Reviews. |
7.0
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Mid-Sized Business |
Low | ||||||
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360 Pro
1001 E Hector Street Suite 401,
Conshohocken, Pennsylvania
360 Pro Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of 360 Pro. To learn more about us and manage and complete your brand description, please click here.
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VAITUnverified.No Reviews. |
6.7
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Mid-Sized Business |
Medium | ||||||
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VAIT
VAIT Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of VAIT. To learn more about us and manage and complete your brand description, please click here.
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TEAMWOX GROUPWAREUnverified.No Reviews. |
5.8
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Mid-Sized Business |
Medium | ||||||
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TeamWox GroupWare
3165 Millrock Dr Ste 200,
Salt Lake City, Utah
TeamWox GroupWare Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of TeamWox GroupWare. To learn more about us and manage and complete your brand description, please click here.
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MISYS FUSIONINVESTUnverified.No Reviews. |
5.1
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Mid-Sized Business |
Low | ||||||
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Misys FusionInvest
227 SW Pine Street, Suite 320,
Portland, Oregon
Misys FusionInvest Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Misys FusionInvest. To learn more about us and manage and complete your brand description, please click here.
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DIGITAL BACK OFFICEUnverified.No Reviews. |
4.9
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Small, Mid-Sized Business, & Enterprises |
Medium | ||||||
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Digital Back Office
One Market Plaza, Spear Tower,
San Francisco, California
Crowd Valley provides the full cloud-based infrastructure needed for online finance platforms and portals accessible through a single online interface layer (API).
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BROADRIDGE REVENUE AND EXPENSE MANAGEMENTUnverified.No Reviews. |
4.0
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Mid-Sized Business |
Low | ||||||
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Broadridge Revenue and Expense Management
320 Congress Street 7th Floor,
Boston, Massachusetts
Broadridge Revenue and Expense Management Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Broadridge Revenue and Expense Management. To learn more about us and manage and complete your brand description, please click here.
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ALTEXSOFTUnverified.No Reviews. |
2.7
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Mid-Sized Business |
Medium | ||||||
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AltexSoft
701 Palomar Airport Rd Suite #300,
Carlsbad, CA
Being a Technology & Solution Consulting company, we co-build technology products to help companies accelerate growth. We achieve this by leveraging our technical, process and domain expertise and access to the best price-for-value Eastern European engineers. Over 100 US-based and..
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ALTERNATIVESOFTUnverified.No Reviews. |
2.3
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Mid-Sized Business |
Low | ||||||
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AlternativeSoft
New Providence Wharf 1 Fairmont Avenue,
London, N/A
AlternativeSoft Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of AlternativeSoft. To learn more about us and manage and complete your brand description, please click here.
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SIMCORP DIMENSIONUnverified.No Reviews. |
2.2
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Mid-Sized Business |
Low | ||||||
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SimCorp DimensionCopenhagen, Hovedstaden
SimCorp Dimension Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of SimCorp Dimension. To learn more about us and manage and complete your brand description, please click here.
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POSITUnverified.No Reviews. |
1.9
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Mid-Sized Business |
Low | ||||||
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POSITNew York, New York
POSIT Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of POSIT. To learn more about us and manage and complete your brand description, please click here.
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FI360 TOOLKITUnverified.No Reviews. |
1.6
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Small and Mid-Sized Business |
Low | ||||||
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fi360 Toolkit
10 Emerson Lane Suite 801,
Bridgeville, Pennsylvania
fi360 Toolkit Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of fi360 Toolkit. To learn more about us and manage and complete your brand description, please click here.
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TROIKAUnverified.No Reviews. |
0.6
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Mid-Sized Business |
Low | ||||||
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Troika
The Flour Mill,
Handcross, HAYWARDS HEATH, West Sussex
Troika is the essential software solution for wealth management and private client professionals.
Built on a robust accounting engine, Troika is capable of managing complex wealth structures to streamline and simplify asset management.
Troika provides functionality for managing tru..
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QED FINANCIAL SYSTESUnverified.No Reviews. |
0.0
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Small and Mid-Sized Business |
Low | ||||||
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QED Financial Systes
10000 Sagemore Drive, Suite 10201,
Marlton, New Jersey
QED Financial Systes Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of QED Financial Systes. To learn more about us and manage and complete your brand description, please click here.
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PAM HYIPUnverified.No Reviews. |
-0.2
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Mid-Sized Business |
Medium | ||||||
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PAM HYIP
340 Main Street Venice,
Los Angeles, California
The PAM HYIP manager script has an effective and powerful admin and user panel features. Our team of members has done all the hard work to bring best ever software for your HYIP business. And we assure that you c..
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IBALANCEUnverified.No Reviews. |
-1.0
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Mid-Sized Business |
Low | ||||||
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iBalance
139 Av Dresden,
Montreal, N/A
iBalance Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of iBalance. To learn more about us and manage and complete your brand description, please click here.
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LONGVIEW TRADINGUnverified.No Reviews. |
-1.1
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Mid-Sized Business |
Medium | ||||||
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LongView Trading
260 Franklin St Fl 13,
Boston, Massachusetts
LongView Trading Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of LongView Trading. To learn more about us and manage and complete your brand description, please click here.
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CHARLES RIVER IMSUnverified.No Reviews. |
-1.2
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Mid-Sized Business |
Medium | ||||||
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Charles River IMS
7 New England Executive Park,
Burlington, Massachusetts
Charles River IMS Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Charles River IMS. To learn more about us and manage and complete your brand description, please click here.
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FINTRX PLATFORMUnverified.No Reviews. |
-1.2
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Small and Mid-Sized Business |
Low | ||||||
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FINTRX Platform
200 Ledgeview Place,
Rockland, Massachusetts
Powered by Cap Hedge Ventures, the FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most comprehensive family..
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PROTRAK INTERNATIONAL, INC.Unverified.No Reviews. |
-1.5
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Mid-Sized Business |
Medium | ||||||
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ProTrak International, Inc.
237 West 35th Street,
New York, New York
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to institutional asset managers, alternative investment firms and wealth managers. Designed from the ground up to serve the relationship needs of the institutional investment community. Tailored to y..
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QUANTFACTORY AND QUANTFEEDUnverified.No Reviews. |
-1.7
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Small and Mid-Sized Business |
Medium | ||||||
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QuantFACTORY and QuantFEED
55 Water Street, 44th Floor,
New York, New York
QuantFACTORY and QuantFEED Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of QuantFACTORY and QuantFEED. To learn more about us and manage and complete your brand description, please click here.
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ADDEPARUnverified.No Reviews. |
-1.8
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Mid-Sized Business |
Low | ||||||
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Addepar
1215 Terra Bella Ave,
Mountain View, California
Addepar Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Addepar. To learn more about us and manage and complete your brand description, please click here.
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DYNAMOUnverified.No Reviews. |
-2.0
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Mid-Sized Business |
Medium | ||||||
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Dynamo
480 Pleasant Street, Suite B200,
Watertown, Massachusetts
Dynamo Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Dynamo. To learn more about us and manage and complete your brand description, please click here.
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NAVIPLANUnverified.No Reviews. |
-2.1
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Mid-Sized Business |
Low | ||||||
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NaviPlan
10700 W. Research Drive Suite One,
Milwaukee, Wisconsin
NaviPlan Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of NaviPlan. To learn more about us and manage and complete your brand description, please click here.
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PERTRACUnverified.No Reviews. |
-2.2
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Mid-Sized Business |
Medium | ||||||
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PerTrac
5000 Olde Towne Parkway Suite 100,
Marietta, Georgia
PerTrac Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of PerTrac. To learn more about us and manage and complete your brand description, please click here.
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MICROGEN G3Unverified.No Reviews. |
-2.3
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Mid-Sized Business |
Low | ||||||
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Microgen G3
470 Atlantic Avenue,
Boston, Massachusetts
Microgen G3 Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Microgen G3. To learn more about us and manage and complete your brand description, please click here.
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TECHRULES TOWERUnverified.No Reviews. |
-2.5
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Mid-Sized Business |
Medium | ||||||
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TechRules Tower
Calle Caceres, 2-A,
Madrid, Madrid
TechRules Tower Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of TechRules Tower. To learn more about us and manage and complete your brand description, please click here.
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SENTRY PMUnverified.No Reviews. |
-2.6
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Mid-Sized Business |
Medium | ||||||
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Sentry PM
83 Wooster Hts Ste 303,
Danbury, Connecticut
Sentry PM Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Sentry PM. To learn more about us and manage and complete your brand description, please click here.
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SS&C INVESTMENT MANAGEMENTUnverified.No Reviews. |
-2.6
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Mid-Sized Business |
Medium | ||||||
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SS&C Investment Management
83 Wooster Hts Ste 303,
Danbury, Connecticut
SS&C Investment Management Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of SS&C Investment Management. To learn more about us and manage and complete your brand description, please click here.
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BINARY STREAM SOFTWAREUnverified.No Reviews. |
-2.6
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Mid-Sized Business |
Medium | ||||||
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Binary Stream Software
5151 Canada Way Ste 300,
Burnaby, British Columbia
Binary Stream Software Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Binary Stream Software. To learn more about us and manage and complete your brand description, please click here.
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EVERESTUnverified.No Reviews. |
-2.7
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Mid-Sized Business |
Medium | ||||||
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Everest
12526 High Bluff Drive, Suite 160,
San Diego, California
Everest Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Everest. To learn more about us and manage and complete your brand description, please click here.
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PM1EUnverified.No Reviews. |
-2.8
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Mid-Sized Business |
Medium | ||||||
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PM1e
5825 Oberlin Dr Ste 300,
San Diego, California
PM1e Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of PM1e. To learn more about us and manage and complete your brand description, please click here.
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MARKET MAKERUnverified.No Reviews. |
-2.8
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Mid-Sized Business |
Low | ||||||
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Market Maker
30 Wall Street, 12th Floor,
New York, New York
Market Maker Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Market Maker. To learn more about us and manage and complete your brand description, please click here.
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STYLEADVISORUnverified.No Reviews. |
-2.9
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Mid-Sized Business |
Low | ||||||
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StyleADVISOR
StyleADVISOR Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of StyleADVISOR. To learn more about us and manage and complete your brand description, please click here.
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ILEVELUnverified.No Reviews. |
-3.0
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Mid-Sized Business |
Low | ||||||
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iLevel
2 Penn Plaza,
New York, New York
iLevel Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of iLevel. To learn more about us and manage and complete your brand description, please click here.
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ARBOR FINANCIAL SYSTEMSUnverified.No Reviews. |
-3.0
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Mid-Sized Business |
Medium | ||||||
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Arbor Financial Systems
103 East Blithedale Avenue #2,
Mill Valley, CA
We provide a suite of applications and services for both the buy and sell side industry (brokerage and hedge fund software), such as portfolio management system, order management system, broker transaction attribution system and broker transaction manager. With our ..
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STREETMETRICSUnverified.No Reviews. |
-3.1
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Mid-Sized Business |
Low | ||||||
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StreetMetrics
StreetMetrics Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of StreetMetrics. To learn more about us and manage and complete your brand description, please click here.
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GLOBALASSETUnverified.No Reviews. |
-3.1
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Mid-Sized Business |
Low | ||||||
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GlobalAsset
375 Park Avenue,
New York, New York
GlobalAsset Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of GlobalAsset. To learn more about us and manage and complete your brand description, please click here.
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MIMICS PORTFOLIO MANAGEMENTUnverified.No Reviews. |
-3.1
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Mid-Sized Business |
Low | ||||||
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MIMICS Portfolio Management
227 SW Pine Street, Suite 320,
Portland, Oregon
MIMICS provides financial software to the financial services
industry in the U.S. and overseas. For 40 years, we have been offering high
quality products that are cost-effective and flexible, and our clients
represent banks, corporations, brokerage firms, fund managers..
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B-ONEUnverified.No Reviews. |
-3.3
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Mid-Sized Business |
Low | ||||||
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B-One
295, Madison Avenue 11th Floor,
New York, New York
B-One Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of B-One. To learn more about us and manage and complete your brand description, please click here.
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FXCM PROUnverified.No Client Reviews. |
-3.4
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Mid-Sized Business |
Medium | ||||||
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FXCM Pro
55 Water Street, 50th Floor,
New York, New York
FXCM Pro Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of FXCM Pro. To learn more about us and manage and complete your brand description, please click here.
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CROESUSUnverified.No Reviews. |
-3.4
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Mid-Sized Business |
Medium | ||||||
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Croesus
550 West Vista Way, Suite 301,
Vista, California
Croesus Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Croesus. To learn more about us and manage and complete your brand description, please click here.
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CU SHAREUnverified.No Reviews. |
-3.5
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Mid-Sized Business |
Low | ||||||
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CU SHARE
550 West Vista Way, Suite 301,
Vista, California
CU SHARE Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of CU SHARE. To learn more about us and manage and complete your brand description, please click here.
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VERMILION REPORTING SUITEUnverified.No Reviews. |
-3.5
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Mid-Sized Business |
Medium | ||||||
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Vermilion Reporting Suite
100 Franklin Street Suite 302,
Boston, Massachusetts
Vermilion Reporting Suite Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Vermilion Reporting Suite. To learn more about us and manage and complete your brand description, please click here.
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INVESTMENT REPORTING & ANALYTICSUnverified.No Reviews. |
-3.7
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Mid-Sized Business |
Low | ||||||
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Investment Reporting & Analytics
950 W Bannock St Ste 1050,
Boise, Idaho
Investment Reporting & Analytics Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Investment Reporting & Analytics. To learn more about us and manage and complete your brand description, please click here.
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AIM FUND MANAGEMENTUnverified.No Reviews. |
-3.7
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Mid-Sized Business |
Low | ||||||
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AIM Fund Management
590 Burbank Street Suite 220,
Broomfield, Colorado
AIM Fund Management Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of AIM Fund Management. To learn more about us and manage and complete your brand description, please click here.
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