About 1 Trademarks found for “SMRTSYNC”

Computer software that provides web based investment portfolio management and customer reporting, data warehousing that extracts investment transactions, investment holdings and cash holdings, security pricing, currency exchange rates and other investment information from multiple data sources, a trade system that allows the creation of multi-account trades based on customized portfolio mandates, data reconcilliation that monitors data flows for completeness and accuracy, account reconciliation that reconciles data sources with expected versus actual, performance measurement for calculating portfolio performance, tiered billing for creating management fee transactions based on market values in accounts, and data warehousing that extracts investment research information, global economic information, security and index price changes, currency exchange rates, and other investment information from multiple data sources.

Consulting with and advising portfolio managers and investment advisors to create and implement investment portfolio management systems.