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  2. SunGard - Wikipedia

    en.wikipedia.org/wiki/SunGard

    SunGard was an American multinational company based in Wayne, Pennsylvania, which provided software and services to education, financial services, and public sector organizations. It was formed in 1983, as a spin-off of the computer services division of Sun Oil Company .

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

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

    eMoney: eMoney is a top-rated financial planning software used by RIAs and financial advisors. The program is designed to make it easier for financial professionals to organize data, generate ...

  4. List of personal finance software - Wikipedia

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

    Fee-based in-house financial planning. Primarily a wealth management company that provides free services to non-clients. Offers financial advising for a fee, which establishes a client-fiduciary relationship that they claim makes them less incentivized to sell private client data as they are bound by law to act in their client's best interests ...

  5. GL Trade - Wikipedia

    en.wikipedia.org/wiki/GL_Trade

    In May 2008 SunGard announced to acquire GL Trade by purchasing 65% in a first tranche for USD 625 Million, including effect of outstanding stock options. [ 3 ] [ 4 ] In accordance to the AMF General Regulation, Paris-based Oddo Corporate Finance launched on SunGard's behalf an all-cash tender offer for the remainder of GL Trade's share capital ...

  6. Compass, Inc. - Wikipedia

    en.wikipedia.org/wiki/Compass,_Inc.

    Lindsay Reishman Real Estate Washington, D.C.–based broker [26] [27] April 2016 Shane Aspen Real Estate Aspen-based broker [28] January 2017 Bushari Real Estate Boston-based brokerage [29] April 2018 Conlon Chicago-based brokerage [30] [31] April 2018 Northwest Group Real Estate Seattle-based brokerage [32] [33] June 2018 The Hudson Company

  7. RealPage - Wikipedia

    en.wikipedia.org/wiki/RealPage

    RealPage, Inc. is an American property management software company, owned by the private equity firm Thoma Bravo, and known for its algorithmic rent setting, which has been accused of antitrust violations and price fixing. Its services are used to manage more than 24 million housing units worldwide in multifamily, commercial, single-family, and ...

  8. Envestnet - Wikipedia

    en.wikipedia.org/wiki/Envestnet

    [2] [3] Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management. [ 4 ] Envestnet has more than $6.5 trillion in platform assets and counts more than 111,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than ...

  9. Cougar Software - Wikipedia

    en.wikipedia.org/wiki/Cougar_Software

    Cougar Software developed budgeting, planning and forecasting software for real estate investors in the commercial real estate industry globally. Cougar Software was founded in Australia in 1992. It later moved to Toronto. The company had offices in Canada, Australia, United Kingdom and the United States.

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