ADVISORENVOY

Welcome to the Brand page for “ADVISORENVOY”, which is offered here for Software as a service (saas) services, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, software for use in client relationship management, including client billing, investment portfolio rebalancing, account reconciliation, and investment portfolio management, marketing and sales support, including tracking and managing marketing and sales activities, financial planning, proposal generation, investment portfolio construction and account reporting.

Its status is currently believed to be dead. Its class is “Miscellaneous”. ADVISORENVOY is believed to have no current owner.

Owner:No Current Owner
Description:
Software as a service (SAAS) services, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, software for use in client relationship management, including client billing, investment portfolio rebalancing, account reconciliation, and investment portfolio management, marketing and sales support, including tracking and managing marketing and sales activities, financial planning, proposal generation, investment portfolio construction and account reporting
Categories: ACCOUNT RECONCILIATION
  ACCOUNT REPORTING
  CLIENT BILLING
  CLOUD APPLICATION SERVICES
  CLOUD BUSINESS PROCESS SERVICES
  CLOUD INFORMATION SERVICES
  FEATURING TEMPORARY USE
  FINANCIAL ADVISORS
  FINANCIAL PLANNING
  INVESTMENT ADVISER REPRESENTATIVES
  INVESTMENT PORTFOLIO CONSTRUCTION
  INVESTMENT PORTFOLIO MANAGEMENT
  INVESTMENT PORTFOLIO REBALANCING
  MANAGING MARKETING
  MANAGING THE DAY-TO-DAY ASPECTS
  MARKETING
  OTHERS WHO PROVIDE INVESTMENT-RELATED FINANCIAL
  PROPOSAL GENERATION
  SALES ACTIVITY
  SALES SUPPORT
  SOFTWARE
  SOFTWARE AS A SERVICE SAAS
  TRACKING
  USE IN CONDUCTING