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"PortfolioCenter (Schwab
Performance Technologies), a portfolio
management system designed specifically for independent investment advisors, can
help you increase firm productivity, make better-informed investment decisions,
and improve relationships with your clients.
This powerful, flexible and easy-to-use system runs on
Microsoft® SQL Server™* technology. It combines portfolio management,
accounting, decision support, performance measurement and customized client
reporting into a single Windows®-based, networked application." |
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"NaviPlan, developed by EISI, is a modular, integrated suite of
financial planning software that covers the full wealth management spectrum.
NaviPlan is an industry-proven product backed by 14 years of development, used
by more than 70,000 financial professionals across North America, and customized
for more than 40 financial enterprises." |
