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Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.
MRI Software, LLC is a provider of real estate and investment management software to real estate owners, investors, and operators. The company was founded in 1971 under the name Management Reports Incorporated and was later known as Management Reports International and, once acquired by Intuit in 2002, Intuit Real Estate Solutions ( IRES ).
Wilshire's Analytics Division provides the firm's investment technology products including desktop applications for investment managers. The Wilshire Quantum Series is Wilshire Analytics' family of software for investment accounting, performance measurement, performance attribution, risk management, portfolio optimization, trade order management, and other marketing and client servicing ...
It provides risk applications and analytics to financial advisors, portfolio managers and executive teams in wealth management. [1] HiddenLevers is also known for its scenario library, a visual compendium of several economic outcomes in the financial zeitgeist, created and updated by the HiddenLevers economic research team. [ 2 ]
As of August 2018, MISMO has a total of 21 workgroups and communities of practice. Topics range from blockchain technology, eNote validation rules, eMortgages , closing instructions and others. MISMO members can request the creation of a new workgroup or community of practice, which need to be approved by MISMO's governing board.
Cincom Systems, Inc., is a privately held multinational computer technology corporation founded in 1968 by Tom Nies, Tom Richley, and Claude Bogardus. [1] The company’s first product, Total, was the first commercial database management system that was not bundled with manufacturer hardware and proprietary software. [2]
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