ENVOY

Welcome to the Brand page for “ENVOY”, 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, marketing and sales activities, financial planning, proposal generation, investment portfolio construction, account reporting, and practice operations, consisting of account management, research, client billing, trading, investment portfolio rebalancing, account reconciliation, and investment portfolio management.

Its status is currently believed to be dead. Its class is “Miscellaneous”. ENVOY 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, marketing and sales activities, financial planning, proposal generation, investment portfolio construction, account reporting, and practice operations, consisting of account management, research, client billing, trading, investment portfolio rebalancing, account reconciliation, and investment portfolio management
Categories: ACCOUNT RECONCILIATION
  ACCOUNT REPORTING
  CLIENT BILLING
  CLOUD APPLICATION SERVICES
  CLOUD BUSINESS PROCESS SERVICES
  CLOUD INFORMATION SERVICES
  CONSISTING
  FEATURING TEMPORARY USE
  FINANCIAL ADVISORS
  FINANCIAL PLANNING
  INVESTMENT ADVISER REPRESENTATIVES
  INVESTMENT PORTFOLIO CONSTRUCTION
  INVESTMENT PORTFOLIO MANAGEMENT
  INVESTMENT PORTFOLIO REBALANCING
  MANAGING THE DAY-TO-DAY ASPECTS
  MARKETING
  OTHERS WHO PROVIDE INVESTMENT-RELATED FINANCIAL
  PRACTICE OPERATIONS
  PROPOSAL GENERATION
  RESEARCH
  SALES ACTIVITY
  SOFTWARE
  SOFTWARE AS A SERVICE SAAS
  TRADING
  USE IN CONDUCTING