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Portfolio Management

Product Costs Number Of Users Client Locations Review/Comments
Advisor Workbench
WealthCraft Systems
Available upon request N/A
  • Asia
Unknown
PerTrac Portfolio Manager
PerTrac Financial Solutions
Available on request N/A
Unknown
Advent Portfolio Exchange® (APX)
Advent Software, Inc.
0-5000000 N/A
  • North America
Unknown
Advent Tamale RMSTM
Advent Software, Inc.
0-5000000 N/A
  • North America
Unknown
AdvisorCube
FinanceCube
Available on request N/A
Unknown
AllocationADVISOR
Zephyr Associates
Available on request N/A
Unknown
Application Maintenance and Support Services
Megasoft Ltd.
Available on request N/A
Unknown
ARTAdvisor™
MindBox
Available on request N/A
Unknown
ARTEnterprise™
MindBox
Available on request N/A
Unknown
ATWeb Enterprise
Archway
Available on request N/A
Unknown
ATWeb Portfolio Management
Archway
Available on request N/A
Unknown
AV Investor
Aqumin
Monthly cost $99.99 N/A
Unknown
Avnet VirtualPath™
Avnet, Inc.
Available on request N/A
Unknown
Backstop
Backstop Solutions Group
Available on request N/A
Unknown
BITA Star
COR-FS
undisclosed N/A
  • Europe
Unknown
BrightWork pmPoint
BrightWork
Available on request N/A
Unknown
Business Development
Axium
Available on request N/A
Unknown
CA Clarity PPM
CA Inc.
Available on request N/A
Unknown
CAMRA™
SS&C Technologies
Available on request N/A
Unknown
Capital Forex
London Capital Group
Available on Request N/A
Unknown
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