Adhesion has been delivering wealth advisor solutions since 1999. Its WealthADV platform is a comprehensive Managed Investing service, providing the complete unified managed account, client reporting and back office solutions RIAs need to stay at the forefront of the market and grow successful practices.

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AE aggregates and updates balances and positions from over 10,000 sources on a nightly basis. A simple to use interface exports this data into Junxure so you have on demand access to manaaged and held-away client account information.

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Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc.

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Black Diamond Performance Reporting(TM) provides daily, fully outsourced investment performance reporting to wealth managers and financial advisors via an industry-leading Internet based application.

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BOSS has been a pioneer in outsourced support of independent investment advisors. Our focus is on daily data processing, reconciliation and other support services such as reporting and billing. BOSS also has staff dedicated to database conversions and one-time projects for setting up new databases or cleaning up existing databases.

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BridgePortfolio provides a platform to investment advisory firms seeking a method to profitably deliver portfolio management to their clients in a customized, private-label platform.

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Captools Company develops and licenses portfolio management software for investment record keeping, performance measurement and reporting. Our products are designed for investment firms, investment advisors, fund managers, family offices and for others entrusted with managing significant investment assets.

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Retriever provides fast and easy integration between existing business applications and CNG-SAFE. Users can access documents in CNG-SAFE via Retriever directly from most Windows-based applications. Retriever enforces security and controls access to documents based on user rights.

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Executive Assistant is a powerful document imaging system.

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Offers PowerAdvisor portfolio management solution along with back office automation solutions.

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On Demand, Web-Based Document Management and Imaging Solution.

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DocuXplorer is state-of-the-art document management software designed to secure and manage documents, images, email, faxes, and any other type of paper or electronic files from a single desktop screen. The key to DocuXplorer's great success is how easy it is to use for any size business.

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FOLIOfn offers its leading-edge brokerage services on both a full-service basis and a technology-licensed basis. Through its wholly-owned, registered clearing broker-dealer subsidiary, FOLIOfn Investments, Inc. (member, FINRA/SIPC), the company offers an integrated brokerage and technology platform featuring its patented, state-of-the-art Folio trading capability, as well as execution, clearance and settlement services.

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iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner. iChannel can be deployed internally as an intranet but will also support an extranet environment.

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Investigo’s wealth management platform provides a series of solutions including portfolio management, data aggregation, reporting, CRM, regulatory compliance and online document management.

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Laser App Software creates products that combine state of the art form filling technology with our massive library of industry related forms. Forms are maintained by us so reps can focus on their clients, rather that filling out paperwork.

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Laserfiche document management software reduces compliance burdens while streamlining business processes, increasing profitability and improving customer service.

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As one of the leading diversified financial services companies and largest independent broker/dealer, LPL Financial provides advisors with the programs and services they need to succeed.

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Over the past 10 years we have written thousands of marketing messages – letters, invitations and notes – for our clients. We have compiled the best of these messages, created a system for you to add your own, AND included a supermarket of content from other providers such as Response Mail Express and Bill Cates. You can download and use these messages, and your Compliance Department can review the content and track the whole process.

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MoneyGuidePro is the first collaborative internet-based financial planning software. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

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Principia CAMS (formerly dbCAMS+) is a total office solution which features extensive integration and data sharing capabilities, performance measurement and reporting tools, and a full spectrum of client reports with a flexible, user friendly Custom Report Wizard.

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Uses two reports generated from the Report Center.

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As a comprehensive back-office solution, Orion’s service bureau and portfolio management system is customizable to fit your RIA’s business model and scalable to meet your growing needs. We handle tasks like daily database reconciliation, statement generation and delivery, and advisory fee billing, allowing you to redirect efforts towards building client relationships and managing money.

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Quik! is a suite of products and services dedicated to providing forms automation and data integration.

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PortfolioCenter combines portfolio management, robust accounting, customizable client reporting, decision support, performance measurement, and client billing in a flexible, open architecture database platform.

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SEI (NASDAQ:SEIC) is a leading global provider of asset management services and investment technology solutions.

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Trumpet, Inc.’s custom document management services for financial advisors include: designing your filing system around your unique workflow, training specific to financial advisory firms, integration of your document management software with contact management and other key software applications, and secure delivery of e-mail attachments sent by your firm.

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Powerful Document Management Without Complexity or High Cost. Proven in over 3,500 organizations, Worldox is comprehensive, sensible document management for the real world??? the easiest, fastest way to give your people the information they need to win!

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