Managed Accounts Summit 2008
Prima Capital provides Research and Technology Solutions for Wealth Management. These solutions may include data, objective research, due diligence, and advice on separately managed accounts, mutual funds, ETFs, and alternatives to financial services companies and their advisors delivered through Prima's customizable web services technology. Prima's solutions result in permanent workflow improvements and cost savings for a sponsor's research analysts. When introduced to investment consultants, Prima's solutions provide a comprehensive research application with deep content, enabling toolsets, manager alerts, and online support that empower them to increase saleshttp://www.primacapital.com
http://www.checkfree-cis.comFor more than 25 years, CheckFree Investment Services has been the leader in portfolio management solutions. CheckFree APL, CheckFree GIM, and CheckFree CALIPER provide functionality that meet the evolving demands of the investment industry that include Unified Managed Accounts, GIPS® compliance support, tax-aware investing, Models-Only and wealth management.
The advanced trading tools of CheckFree IMS, CheckFree MMS and CheckFree OMS, CheckFree TradeFlow and CheckFree eVent enable portfolio construction and maintenance, model construction and order management to support the end to end trade lifecycle.
The CheckFree APL platform is the industry leader with more UMA accounts and assets under management than any other provider. With overlay technology, advanced trading and performance, CheckFree APL is enabling a growing number of firms to manage their Unified Managed Accounts. CheckFree is now a part of Fiserv.
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