Advisors Assistant
|
Link ID |
211410 |
Title |
Advisors Assistant |
Url |
http://www.climark.com |
Description |
Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return. |
Category |
|
Keywords |
|
Date |
Jul 19, 2006 |
Contact Name |
|
Email |
|
Add to My Favorite
Refer it to Friend
Report Broken Link
|
Other links at |
1. |
Gravity Investments
|
|
Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation and risk management.
|
2. |
InvestorDynamo
|
|
Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
|
3. |
Bytelogics Inc
|
|
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
|
4. |
TradeLog
|
|
Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
|
5. |
Quotes-Station Freeware
|
|
Software to track and manage investment online. Build your own personal multi screen browser.
|
|
|