Portfolio Management

Wealthsimple

03-05-2021 7:47 AM
3rd Floor, 20 Grosvenor Pl City of London, England SW1X 7HN, United Kingdom

We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio...

Mimics

28-12-2020 9:38 PM
319 Washington St., Suite 1001 Portland, Oregon 97204, United States

Born of the simple idea that your software should do exactly what you need it to do, MIMICS has been making customized financial software solutions since 1976. We craft systems that interface...

FinFolio

03-12-2020 2:57 PM
3000 Lawrence Street, Suite 6 Denver, Colorado 80205, United States

Many companies build software that is "good enough" then fall back into a maintenance mode. With FinFolio the software comes first—continual, relentless iterations well past the point where others...

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