Computer software application for use in database management in the financial management service industry, aggregates data, aggregates multi custodians, performs straight through account opening process, deciphers data and normalizes data for use in database management to help ensure businesses are compliant with SEC, Securities and Exchange Commission, and FINRA, Financial Industry Regulatory Authority, regulations, utilized as a Client Relationship Management, CRM, system software overlay o...

Downloadable computer software for producing financial models