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
The Finys Suite is a digital platform of integrated modules for processing property/casualty insurance. Our comprehensive network of partners and data sources connects through prebuilt integrations that bring the latest insurtech features and capabilities transparently into the Suite. It uses... Read More