COMPUTER SOFTWARE HELP INVESTMENT

Brand Owner (click to sort) Address Description
ADVISORWARE SS&C Technologies, Inc. 80 Lamberton Road Windsor CT 06095 computer software to help investment advisors conduct marketing and sales and develop and maintain databases related thereto, and to help investors and investment advisors conduct investment research, perform investment analysis, perform trading operations, perform financial accounting, and prepare tax compliance information and prepare regulatory compliance documents, but not to compare variable annuities to other investments;ADVISOR WARE;
HEDGEWARE HEDGEWARE, INC. 118 NORTH BEDFORD ROAD MOUNT KISCO NY 10549 computer software to help investment partnerships perform portfolio accounting, perform financial accounting, prepare tax compliance information, and prepare regulatory compliance documents, and instructional manuals sold therewith;HEDGE WARE;
VENTUREWARE HEDGEWARE, INC. 118 NORTH BEDFORD ROAD MOUNT KISCO NY 10549 computer software to help investment advisors conduct marketing and sales and develop and maintain databases related thereto, and to help investors and investment advisors conduct investment research, perform investment analysis, perform trading operations, perform financial accounting, prepare tax compliance information, and prepare regulatory compliance documents;VENTURE WARE;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.