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Featured Investment Management Solutions
Pitchlet (For All Businesses) Pitchlet is a ready-to-use wealth management analytics presentation in which financial analytics can be created rapidly and distributed instantly through various channels. It is the final output of Applied Financial Engineering. Pitchlet offers free equity correlation, performance analysis, real-time portfolio optimization, market and industry browsers, as well as ETF explorer.
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Software Solutions
  • Halogen Software (For All Businesses)
    Employee Performance and talent management software. Industry leading tools to manage employee appraisals, goal management, and multi-rater feedback.
  • Salentica Systems - Advisor Desk (For Medium to Enterprise Businesses)
    Enables insurance industry users to work with Microsoft CRM in a manner that reflects their normal business dealings with clients.
  • Advent Software - Asset Managers (For Medium to Enterprise Businesses)
    Integrated asset management solution for both front and back offices.
  • Cogency Software - Cogency Wisdom (For Medium to Enterprise Businesses)
    Contains alternative investment management solutions.
  • FoxTrot Software - FoxTrot (For Small to Medium Businesses)
    Primarily designed for brokers and dealers, and is currently installed at brokerages, brokerage divisions of banks and credit unions, and brokerage clearing firms across the United States.
  • softTarget - iBalance (For Medium to Enterprise Businesses)
    Relies on a sophisticated mathematical engine to find the optimal trades required to best implement a financial strategy.
  • Allegro Software - Investment Helper (For Small Businesses)
    Investment desktop software application that provides everything you need to download, convert, export and import investment data
  • Dolphin Enterprises - MIC Manager (For Medium to Enterprise Businesses)
    Mortgage software, industry-specific solution with advanced functionality enabling you to outflank your competition with more effective operations gaining competitive advantages.
  • Strategic Financial Solutions - PerTrac (For Small to Medium Businesses)
    Strategic Financial Solutions for investment professionals; functions for investment analysis.
  • Portfolio Systems - Portfolio Director (For All Businesses)
    Portfolio management software for professionals.
  • Envision Financial Systems - PowerBroker (For Medium-Sized Businesses)
    Global multi-currency mutual fund order processing system for distributors and broker dealers.
  • Adhesion Technologies - WealthADV Platform (For Medium-Sized Businesses)
    Integrated practice management center for independent registered investment advisors.
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