|Investigo Smart Data |
Investigo Smart Data provides broker-dealers and advisors access to consolidated data and reporting from thousands of sources including insurance, brokerage, mutual funds and more - creating a unified view of client financial holdings.
|Advent Custodial Data||Advent Software Inc.|
|AdvisorQ||Quadron Data Solutions|
|ByAllAccounts Inc.||ByAllAccounts Inc.|
|DST Vision||DST Systems Inc.|
|Grendel Online - Client Wealth Center||Big Brain Works LLC|
|Investor/Advisor/Estate Dashboard||Wealth Access Inc.|
|Reconciler||Advisor Exchange LLC|
|TotalView||Advisor Exchange LLC|
|Wealth Portal 360||Fusion Advisor|
|XportPro||Advisor Exchange LLC|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INfirstname.lastname@example.org.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or email@example.com.