Software for use by investment managers for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting, investment performance tracking, and customer relationship management

'account':9,25 'client':20 'creation':10 'custom':30 'data':14 'fund':22 'invest':5,8,11,26 'manag':6,13,15,19,32 'order':18 'perform':27 'portfolio':12,24 'relationship':31 'report':21 'secur':16 'softwar':1 'track':28 'trade':17 'transfer':23 'use':3

Providing online non-downloadable software for use by investment managers for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting, investment performance tracking and customer relationship management

'account':14,30 'client':25 'creation':15 'custom':35 'data':19 'download':5 'fund':27 'invest':10,13,16,31 'manag':11,18,20,24,37 'non':4 'non-download':3 'onlin':2 'order':23 'perform':32 'portfolio':17,29 'provid':1 'relationship':36 'report':26 'secur':21 'softwar':6 'track':33 'trade':22 'transfer':28 'use':8

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