Schwab Advisor Services
Go Independent with Schwab's Help. Learn How We Can Work with You.
www.schwabadvisorcenter.com
Go Independent with Schwab's Help. Learn How We Can Work with You.
www.schwabadvisorcenter.com
Investment Management
Wachovia Securities is Now Wells Fargo Advisors. Free Info Packet!
www.WellsFargoAdvisorsInfo.com
Wachovia Securities is Now Wells Fargo Advisors. Free Info Packet!
www.WellsFargoAdvisorsInfo.com
Merrill Lynch Investing
When Your Financial Needs Change Our Financial Advisors Can Help
www.TotalMerrill.com
When Your Financial Needs Change Our Financial Advisors Can Help
www.TotalMerrill.com
Global Trade Management
Streamline Trade Compliance, Trade Visibility & Finance With TradeBeam
www.tradebeam.com
Streamline Trade Compliance, Trade Visibility & Finance With TradeBeam
www.tradebeam.com
Management Strategies
Accenture Has Strategic Information Management For Your Business
www.accenture.com
Accenture Has Strategic Information Management For Your Business
www.accenture.com
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Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment Management solution providing all the functionality required by entities that invest in Equities, Bonds, Treasuries, Currency contracts, Derivatives and other types of investments. Ideal for family offices, asset management companies, etc. who require straight through processing and automatic accounting treatment. Add Compliance, CRM and many other modules.
IMS is an integrated multi-currency investment management solution that maintains most any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (AIMR/GIPS, IRR plus more), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. Accounting features: projects cash flows enabling "what if" analyses, complete history of activity, audit controls, reconcilement, flexible query/reporting and NAV/unitization.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.
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