Portfolio Director founder Bob Yacobucci talks about how advisors can find an affordable, cutting-edge application for portfolio management. He is joined by Brian Davis of Scottrade's Institutional division. And while the camera was turned sideways - sorry - their comments and advice sure isn't!
Scottrade and Portfolio Director - proud
sponsors of T3 Technology conference
Dallas 2009.
Learn more at www.portfoliodirector.com
and www.scottradeadvisor.com.
Showing posts with label portfolio management software. Show all posts
Showing posts with label portfolio management software. Show all posts
Sunday, April 26, 2009
Albridge - Video Clip - T3 Conference Dallas
Interested in portfolio management and data management solutions? Watch this video for a taste of what Aldridge provides.
Proud Sponsor of:
T3 Technology Conference
Dallas 2009
Learn more at www.albridge.com.
Proud Sponsor of:
T3 Technology Conference
Dallas 2009
Learn more at www.albridge.com.
Friday, February 27, 2009
FinFolio - Video Clip - T3 Conference Dallas
FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded by experienced industry veterans, FinFolio is creating a powerful open platform that will be extensible by users.
Check them out at www.finfolio.com.
Check them out at www.finfolio.com.
Trade Warrior - Video Clip - T3 Conference Dallas
New portfolio management system makes its debut at the Technology Conference for financial advisors. Huge turnout at 4th annual event benefits from getting up close and personal with over 100 technology company CEOs and software developers.
Check it out and learn more: www.tradewarrior.com
Affordable portfolio rebalancing, trades, allocation
Check it out and learn more: www.tradewarrior.com
Affordable portfolio rebalancing, trades, allocation
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