INVESTMENT PORTFOLIO ACCOUNTING

Brand Owner (click to sort) Address Description
FINANCIAL SUCCESS THROUGH PROVEN PERFORMANCE Portfolio Analytics, Inc. 40 Paramount Terrace San Francisco CA 94118 investment portfolio accounting, analysis, consulting, marketing and reporting service;
PORTFOLIO ANALYTICS Portfolio Analytics, Inc. 40 Paramount Terrace San Francisco CA 94118 investment portfolio accounting, analysis, marketing, and reporting service;
THE TOTAL PACKAGE Morgan Keegan & Company, Inc. 50 N. Front Street 8th Floor Memphis TN 38103 investment portfolio accounting, pricing and evaluation services;THE;
 

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

   
Technical Examples
  1. Accounting and financial analyses are performed for an investment portfolio to produce comprehensive reports on the performance and/or current real net worth of this investment portfolio. These reports are generated in response to a user request that is received over the Internet based on automatically based on security price data retrieved from a real-time security price reporting service and transaction records of the investment portfolio that are retrieved from one or more of the user's trading accounts that are kept at different financial institutions. As a result, a single financial report that is representative of the collective performance of different accounts in different financial institutions can be generated.