Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet... Read More
Conning is a leading global investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, award-winning risk modeling software, and industry research.... Read More
Third Eye Lite is designed for principals looking for a start-up solution or to manage a small portfolio of premium finance loans. Third Eye Lite assists automates all tasks of generating client letters, notices and advisements in accordance with State disclosure requirements. An affordable... Read more »
Third Eye Foundation not only automates all aspects of tracking your receivables but also assists in managing the funding process of financing policies underwritten. Built with the intent of supporting the growth of a premium finance operation, Third Eye Foundation has an established... Read more »
Third Eye - Standard Edition is a comprehensive system that handles all the requirements of managing a premium finance operation from loan approval to renewal. Designed by a team of industry professionals the Standard Edition assists in the management of loans financed for policies... Read more »