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Other links at Investing > Software > Back Office |
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FactorSoft
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(Bayside Business Solutions) A complete portfolio management system, covering all operation and collection aspects of invoice-based factoring and A/R finance.
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WealthSpectrum
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(Applied Software) Modular Wealth Management Platform with integrated CRM
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FUNDS
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(Phoenix Systems Inc) A family of interactive mutual fund transfer agent and shareholder recordkeeping systems.
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FundDynamo
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(Netage Solutions Inc) Outlook-based application that allows funds of funds, fund administrators, family offices, advisors, gatekeepers, and other institutional investors to organize all contact and due diligence information in a central repository, profile fund managers, track performance and investments.
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TranStar
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(TS Partners, Inc.) A system for managing both bond processing and stock transfer account activity. system
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