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Other links at Investing > Software > Back Office |
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PAM - family of solutions
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(Princeton Financial Systems) The PAM family of portfolio management and accounting systemsa£á? functionality automates the investment process, fully integrating your portfolio management, trading, operations and reporting functions to facilitate straight-through-processing of your investment operations.
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TheBooks
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(DMAXX,LLC) Software for CTAs and CPOs, a suite of integrated tools tailored to the needs of the CTA with managed accounts.
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Visual FAST
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(Transfer Solutions, Inc) mutual fund transfer agency software - mutual fund companies, banks and service agencies use this to perform transfer agency services.
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Client-Assyst
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Consultancy) a client database, back office software package for the IFA and other financial advisers to administer their business and manage their client data.
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