Showing posts with label portfolio management software. Show all posts
Showing posts with label portfolio management software. Show all posts

Sunday, April 26, 2009

Portfolio Director & Scottrade - Video Clip - T3 Conference Dallas 2009

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.

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.

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.

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