MANAGEMENT BRIEFS
MANAGEMENT BRIEFS
ADVISORPORT
Persimmon Research Partners has raised $5 million in third round private equity financing from Sands Venture Capital, the Schwab Corp. and Rosemount Partners for its Advisorport private-labeled ASP infrastructure and technology platform for the fee-based investment consulting industry. Advisorport integrates separate account money managers, mutual and hedge fund product solutions with client profiling tools, asset allocation analysis, performance monitoring, rebalancing models and
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