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29th Nov 2005 |
Wealth Management Platform on .NET 2.0 and SQL 2005 |
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Oct 2005 |
Unit Trusts System
Financial Portfolio Management System
Hedge Fund Management
Trust Accounting System
Custody Management System
Financial Modeling Tools |
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May 2004 |
Financial Portfolio Management System |
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Jan 2004 |
Launched Social Networking Engine
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Dec 2003 |
Launched Referral Builder, an email marketing tool for IFAs |
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Feb 2003 |
Launched Contact Builder for Financial Advisors |
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Feb 2002 |
Incorporated Protege Software to offer CRM and contact management solutions for
Financial Advisors |