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2. List of personal finance software - Wikipedia

   en.wikipedia.org/wiki/List_of_personal_finance...

   Open source software is one way of potentially minimizing the risks of privacy and monetization related risks of data exposure. The following is a list of personal financial management software. The first section is devoted to free and open-source software, and the second is for proprietary software.

3. 2023's Best RIA Software Solutions For All Your Financial Needs

   www.aol.com/2023s-best-ria-software-solutions...

   Advisor Engine: Advisor Engine is a complete wealth management software program that incorporates CRM solutions, performance reporting, digital onboarding and fee billing. It's tailored to RIAs ...

4. Eagle Investment Systems - Wikipedia

   en.wikipedia.org/wiki/Eagle_Investment_Systems

   Eagle provides portfolio management, data management, [4] [5] investment accounting and performance measurement software to financial institutions. [6] [7] [8] The company uses a secure private cloud called Eagle Access [9] to host and provide ongoing support of the applications and systems infrastructure, thereby helping to reduce complexity and risk.

5. List of largest financial services companies by revenue

   en.wikipedia.org/wiki/List_of_largest_financial...

   The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year in millions of U.S. dollars according to the Fortune Global 500. (Currently the top 50 public companies are included, while privately held companies are not included).

6. FactSet - Wikipedia

   en.wikipedia.org/wiki/FACTSET

   A key milestone for FactSet in 2018 was the selection to be the primary market data provider for Merrill Lynch Wealth Management (multi-year, enterprise level agreement including datafeeds). FactSet deployed its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch to provide complete multi-asset class ...

7. Envestnet - Wikipedia

   en.wikipedia.org/wiki/Envestnet

   Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management software and products to financial advisors and institutions. [2] [3] Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management. [4]