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 Platform gives you the tools to conquer complexity and drive your success.
Finys offers a modern enterprise platform, the Finys Suite, for P&C insurance organizations. It includes modules for core administration (policy, billing, claims, and business intelligence). It features the Design Studio, a configuration toolset that enables users to design, configure, and... Read More
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