||Financial Management - Services|
Cambridge is pleased to support the small and medium sized financial investment and management firms with a number of tools and services.
Folioport, our award winning application for portfolio managers, is now available as both a stand-alone or hosted solution. Folioport contains Customer Relationship Management, account tracking, portfoilo performance, reporting and broker integration tools in a single module. It is designed for managers with up to 10,000 clients, and is a viable alternative to Advent for smaller firms.
Cambridge links to over 30 different brokerages and clearinghouses. We have tools available for importing, parsing and exporting data from multiple brokerage formats, including:
- Oppenheimer PORT
- APL (Excel and Terminal)
- Morgan Stanley Dean Witter
- Smith Barney
Contact us for availability and customization of these tools, or customized parsers for your use.
|Folioport contains Customer Relationship Management, account tracking, portfoilo performance, reporting and broker integration tools in a single module.|