Wealth Management/CRM Solution


1st: Advent Software (28.9%)
2nd: Dow Jones (25.4%)
3rd: DST International (9.2%)

Although the Internet bubble had burst around the turn of the millennium (how quaint that phrase sounds now), there are still plenty of wealthy individuals who need special attention and advice. As large and small investment firms now focus on the so-called "mass affluent," individuals with more than $1 million in their investment portfolios, wealth management software vendors have risen to the challenge. Waters re

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