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Smarsh Inc. (stylized as smarsh) is a "software as a service" (SaaS) company headquartered in Portland, Oregon, with nine offices worldwide. [3] [4] The company provides comprehensive archiving and has compliance, supervision and e-discovery tools for companies in highly regulated industries, including public sector and financial services.
As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support. [5]
Axium (XTS Software) is a privately held software company founded in 1993 and based in Portland, Oregon.Axium has created accounting, project management, and business development software for the architecture and engineering (A/E) industries.
Wilshire's Analytics Division provides the firm's investment technology products including desktop applications for investment managers. The Wilshire Quantum Series is Wilshire Analytics' family of software for investment accounting, performance measurement, performance attribution, risk management, portfolio optimization, trade order management, and other marketing and client servicing ...
SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States.The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". [1]
Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2]The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority.
This is a list of companies based in Oregon.Oregon is the ninth largest by area and the 27th most populous of the 50 United States.The gross domestic product (GDP) of Oregon in 2010 was $168.6 billion; it is the United States's 26th wealthiest state by GDP.
Retail back-office software is used to manage business operations that are not related to direct sales efforts and interfaces that are not seen by consumers. [1] Typically, the business processes managed with back-office software include some combination of inventory control, price book management, manufacturing, and supply chain management (SCM). [2]