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Sites for investment
professionals
| Client
and Prospect Management (an
alphabetic listing) |
 Larkspur
Data
Offers accurate, up-to-date
information and user-friendly software to financial and sales
professionals to help them successfully target 401k, pension, and
group benefit plans, high net worth individuals, and tax exempt
opportunities. Products include DataMaster, DataMaster Gold,
Prospects of Wealth, and Tax Exempt Organizations. |
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ProTracker System
(TM)
A Windows-based system
that manages clients, prospects, contacts and employees for busy
professional offices. Organized data by tracking client goals
and objectives, client net worth, estate planning issues, insurance
policies, retirement contributions, prospect and client notes,
employee tasks, tax-deferred beneficiaries and client tax information. |
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| Portfolio
Management (an
alphabetic listing) |
Broker's Ally
Software tools, investment
research, market data and news for financial professionals, broker-dealers,
financial planners, advisors, banks and other investment specialists.
Information provided by professionals to professionals; not for
individual investors. |
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Captools
Portfolio management
software that's an investment record keeping, performance measurement
and portfolio management reporting tool designed for professional
money managers, sophisticated individual investors, and others
entrusted with managing investment assets. |
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| Link
your website to the Advisors 401(k) website! |
|
401k-related
sites
Related Technical Services
Miscellaneous business-related
retail sites
Government-related
sites
Other sites
Link your site to
the Advisors 401(k) website!