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Company/Employer
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Location
Location by Region

Regions are defined as follows: Canada International (outside US & Canada) Mid-Atlantic (DE,VA,MD,DC,PA,WV) Midwest (OH,IN,MI,IL,WI,MN,IA) New York (NY,NJ) Northeast (ME,NH,VT,MA,CT,RI) Northwest (WA,OR,ID,MT,WY,NE,AK,ND,SD) South-Central (TX,OK,MO,KS,AR,LA) Southeast (NC,SC,GA,FL,AL,MS,TN,KY) Southwest/California (CA,AZ,NM,UT,NV,CO,HI)
Firm Type

Total AUM

Employee Headcount

Investment Products Managed

Asset Classes/Strategies Managed

Portfolio Accounting System

Performance Attribution System

CRM System

Billing System

Report Packaging System

Trade Order Management System

Portfolio Rebalancing System

Social Media Capture/Archive/Compliance System

Research Management System

Document Management System

Website Host

Compliance System

Backoffice Outsourcing Provider

Reconciliation Tools

Pricing & Data Services

Accounting & General Ledger Systems

Partnership Accounting

IT Outsourcing Provider

SEC Compliance Consultants

GIPS Compliance & Performance Consultants

Year Founded

 
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