PORTFOLIO MANAGEMENT SYSTEMS / REPORTING SYSTEMS
SS&C | Advent
Advent has been providing trusted solutions to the world's leading financial services organizations since 1983. Advent serves thousands of clients from many different sectors of the financial services industry including asset managers, prime brokers, hedge funds, fund administrators, broker/dealers, family offices, wealth managers and private client services, and independent financial advisors.
Schwab Performance Technologies PortfolioCenter
PortfolioCenter is a software application that provides the functionality needed to efficiently manage financial data, run your back office and serve your clients. PortfolioCenter gives you a single, consolidated view of all financial assets, regardless of where they are held.
Hexaview is a top-notch technology provider to startups, mobile organizations & wealth management firms across the globe. BaySys has partnered with Hexaview to provide the technical infrastructure and the development of the BARS billing application.
Centarus is a full-service IT management and strategy company offering a range of integrated solutions tailored to meet your business goals. In addition to providing the highest level of support services, we develop and implement proactive, thoughtful, affordable technology strategies and systems. We employ our expertise and experience to fully manage your technology solutions, minimizing downtime and improving efficiency.
DOCUMENT MANAGEMENT SERVICES
MODELING / REBALANCING / TRADE ORDER MANAGEMENT
BlazePortfolio Systems LLC, offers streamlined technology solutions to investment organizations. BlazePortfolio’s flagship product, Atom Align, is the industry’s most advanced web-based modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients.
RedBlack Software is the independent market leader in portfolio rebalancing and trading software. RedBlack enables advisors to continuously monitor accounts and households, proactively rebalance, trade rapidly, and respond to client needs. Customer-driven design, innovative technology and agile delivery ensure that RedBlack’s products continuously evolve to meet the demand of customers, the industry and the market.
CLIENT COMMUNICATION AND CONTENT
Advisor Products provides financial advice professionals client-facing content and technology. The company provides wealth managers website design, compliance tools, marketing copy, print and digital newsletters, brochures, and other marketing materials as well as 50,000 secure client portals.
Designed with RIA's in mind, ModestSpark, integrates with your existing portfolio management system to provide a visualization layer with interactive charts, statements and invoice that are easy to use. Now you can focus on the story behind the numbers and showcase your hard work in one visually interactive experience.
WealthTechs is a financial technology company providing financial account data processing solutions to investment advisors. Advisors require daily customer account data from custodian banks, broker dealers, plan sponsors, hedge funds and other sources of financial account data to feed their mission critical fintech systems such as: portfolio accounting, compliance, trading, reporting, billing and CRM. WealthTechs’ financial data aggregation and normalization platform coupled with WealthTechs’ intelligent data transformation software seamlessly integrates with most popular advisor systems such as Axys, APX and Geneva from SS&C, AssetBook, Schwab Portfolio Center, InData, Orion, Blaze Portfolio, WealthSite, and many more including advisor's custom developed applications. WealthTechs’ customers’ bottom line is where we shine. Due to our innovative technology and deep cost savings, customers exponentially increase their profits over the long term by lowering the total cost of ownership of custodian data and reconciliation labor by 50% or more versus our competition. WealthTechs guarantees it!