ADVISORDESK

Welcome to the Brand page for “ADVISORDESK”, which is offered here for Providing on-line non-downloadable software and providing internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications.

Its status is currently believed to be active. Its class is “Miscellaneous”. “ADVISORDESK” is believed to be currently owned by “National Advisors Trust Company FSB”.

Owner:
NATIONAL ADVISORS TRUST COMPANY FSB
Owner Details
Description:
Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications
Categories: ACCOUNT CREATION
  ASSET MANAGEMENT
  CLIENT RELATIONSHIP MANAGEMENT
  CLIENT REPORTING
  DATA
  DISTRIBUTION MANAGEMENT
  FUNCTIONAL INTERFACES
  FUNDS TRANSFER
  INCOME CASH TRUST ACCOUNTING
  INTEGRATION WITH EXTERNAL THIRD PARTY
  INVESTMENT PERFORMANCE REPORTING
  INVESTMENT PORTFOLIO MANAGEMENT
  INVESTMENT PORTFOLIO REBALANCING
  PRINCIPAL
  PROVIDING INTERNET ACCESSIBLE SOFTWARE APPLICATION
  PROVIDING ON-LINE NON-DOWNLOADABLE SOFTWARE
  REGULATORY REPORTING
  SECURITIES TRADING
  TAX LOT ASSET ACCOUNTING
  TRADE ORDER MANAGEMENT
  TRUST STATEMENT REPORTING