Accelerators

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• Financial Advisor Workstation Features and Functions

  Accelerators $399 – $999
  Financial Advisor Workstation Features and Functions is a deliverable which helps firms in reimagining and transforming their advisory systems. The ar...
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• Financial Planning Software Features

  Accelerators $399 – $999
  Financial Planning Features and Functions is a transformation deliverable which helps advisors and their firms select or build the right client planni...
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• Investment Research Workstation Features and Functions

  Accelerators $199 – $399
  Investment Research Workstation Features and Functions are a list of critical needs and wants that enable capability that supports an investment resea...
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• Portfolio Accounting Features and Functions

  Accelerators $499 – $999
  Portfolio Accounting Features and Functions is a deliverable for wealth management and asset management companies embarking on transforming their port...
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• Portfolio Performance Reporting Features and Functions

  Accelerators $499 – $999
  Portfolio Performance Reporting Features and Functions comprises of a conceptual vision of the portfolio analysis and performance reporting toolset an...
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