eMoney Advisor is wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients' financial lives.
1001 E. Hector Street
Pennsylvania, United States
|Auburn, California, United States||Alive / Active||Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations, and quantify suitability. Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients.||Login to see details|
|London, England, United Kingdom||Acquired||StatPro provides portfolio analytics solutions for the investment community. The group's cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance. This multi asset-class analytics platform helps StatPro's clients increase assets under management, improve client service, meet tough regulations and reduce costs.||Login to see details|
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