Financial Advisor Client Toolkit
Link ID 212383
Title Financial Advisor Client Toolkit
Url http://www.oceanviewsoftware.com/factfeatures.asp
Description (Oceanview Software) Desktop application for Independent Financial Advisors
Category Investing > Software > Back Office
Keywords
Date Jul 19, 2006
Contact Name
Email
Add to My Favorite   Refer it to Friend   Report Broken Link  


 Other links at Investing > Software > Back Office
1. FUNDS
  (Phoenix Systems Inc) A family of interactive mutual fund transfer agent and shareholder recordkeeping systems.
Category:   Investing > Software > Back Office


2. Spyder
  (OffshoreTek Software) Upload and consult documents online with no physical trace on local hard-disk of these files. A full file-management system featuring infinite sub-directory creation, cut/copy/paste functions, various access level to control the documents viewers/editors and a versioning engine to keep track of any change occurred on them is built in.
Category:   Investing > Software > Back Office


3. FIX Engine
  (InfoReach) an enterprise-strength solution for companies planning to use FIX protocol for electronic exchange of financial information and Straight Through Processing (STP).
Category:   Investing > Software > Back Office


4. Client-Assyst
  Consultancy) a client database, back office software package for the IFA and other financial advisers to administer their business and manage their client data.
Category:   Investing > Software > Back Office


5. QuickFIX C++ FIX Engine
  (Open Source) A full-featured open source FIX engine.
Category:   Investing > Software > Back Office




Home      New Listings      Editor Pick      Add a Listing      Update a Listing      Get Rated      Upgrade a Listing     Disclaimer
Copyright © internet-directory.com 1999-2023

Sponsors