Companies similar to QUANTIFIED FUNDS
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  • www.optifolio.net
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OptiFolio is the best portfolio optimization solution for mutual funds pension funds private banks insurance companies investment advisors business schools individual investors mutual funds... Forget about the limits imposed by spreadsheet..
Relevance: 20.577248
  • fundvantagetrust.com
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FundVantage is proud to collaborate with some of the world's largest industry-leading global service providers for fund servicing, distribution, compliance, legal, and audit... FundVantage offers investment advisors, interested in launching a mutual..
Relevance: 18.970478
  • www.mutualsecurities.com
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Founded in 1982, Mutual Securities is a premier brokerage firm offering general securities services to individual and institutional investors through a network of independent advisors... Mutual Securities Institutional Trading is a service of Mutual..
Relevance: 18.886875
  • guidedwealthmanagement.ca
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Guided Wealth Management is a Trade Name used for dealer business only. Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Mutual fund dealing representatives..
Relevance: 16.848171
  • www.investwellonline.com
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Investwell Mint is the best Mutual Fund Software for Distributors, IFAs, RIAs, and Corporates. Trusted by 3000+ Advisors. Empower Your Financial Advisory. InvestWell, India's top Mutual Fund Software for Distributors & Independent Financial Advisors..
Relevance: 16.834215
  • www.angeleallain.ca
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Equity Associates is an upscale boutique style mutual fund dealership across Canada for successful business advisors such as Angèle Allain. Our total solution is tailor-made with an individual approach to help understand your personal financial..
Relevance: 16.830276
  • www.investwellonline.com
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Our product allows financial advisors to eliminate the complexity of finance for their investors. InvestWell is a common noun in the mutual fund distribution industry and is known for its robustness and reliability all over India... Investwell Mint..
Relevance: 16.800035
  • www.quantifiedfunds.com
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Advisors Preferred, LLC acts as the named advisor for mutual funds providing an outsourced solution. This solution includes the compliance, regulatory, and trading responsibilities of running a mutual fund allowing advisors the ability to concentrate..
Relevance: 16.756685
  • www.quantifiedfunds.com
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Advisors Preferred, LLC acts as the named advisor for mutual funds providing an outsourced solution. This solution includes the compliance, regulatory, and trading responsibilities of running a mutual fund allowing advisors the ability to concentrate..
Relevance: 16.714766
  • wealthforce.ca
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Wealthforce Inc., a Mutual Fund Dealer ("MFD") in Canada licensed by provincial regulators in Alberta (ASC), British Columbia (BCSC) and Ontario (OSC). Wealthforce is also a member of 1The Canadian Investment Regulatory Organization (CIRO) the..
Relevance: 16.646957
  • www.fundscart.com
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Fundscart.com is a trademark of Future Wealth Advisors Private Limited. We are an AMFI (Association of Mutual Funds in India) registered mutual fund distributor. Our AMFI registration no. is ARN-114930...
Relevance: 16.643417
  • www.carrconsultingpa.com
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Our sister company Better Business Services Inc. offers a complete tax solution. This is extended to all, from individuals and small to large organizations. BBS specializes in Bookkeeping, Tax Preparation, Complete Payroll and more..... John M Carr,..
Relevance: 16.457438
  • www.theetfeducator.com
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My favorite ETF reads over the past week, along with my ETF tweet and chart of the week! Advisors Turn to ETFs While Bond Mutual Funds Bleed Assets by Todd Rosenbluth "As losses are likely to pile up this year for bond mutual funds, we expect more..
Relevance: 16.437029
  • www.advisorsexpo.com
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The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds ..... Breaking news for mutual fund industry insiders, subadvisors, advisors and forty act lawyers covering retail and advisor distribution, marketing..
Relevance: 16.177038
  • alphacentricfunds.com
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AlphaCentric Funds was created with the goal of providing financial advisors and their clients distinctive, innovative, alpha-driven strategies in mutual fund format... From our founding in 2014, AlphaCentric Funds strives to be the alpha-driven..
Relevance: 15.980344
  • www.integrityvikingfunds.com
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The mutual funds of Integrity Viking Funds are distributed by Integrity Funds Distributor, LLC, Member FINRA, and are available through licensed third-party Broker/Dealers. Integrity Funds Distributor, LLC is located at 1 Main Street North, Minot, ND..
Relevance: 15.927766
  • www.thoroughbredadvisors.com
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These professionals may include CPA's, Attorney's, Pension Administrators, Actuaries, Insurance Underwriters, Financial Advisors and our Broker/Dealer and Registered Investment Adviser, Equity Services, Inc. (ESI). Conor Boyd is also a Registered..
Relevance: 15.920632
  • www.mfundservices.com
MFund Services consults with investment advisors to facilitate the development and launch of mutual funds including business strategy, fund structure and distribution alternatives..
Relevance: 15.860915
  • safalcap.in
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We offer both personal and corporate specialized services for mutual fund investment and planning. The best way to enter the equity market is the hands-off approach. Create long-term wealth with mutual fund investment... The most trustworthy..
Relevance: 15.680959
  • www.heckmannfinancial.com
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Our mission is to partner with you in aligning your wealth plan with your life plan so you can live life to the fullest without financial worry... Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and..
Relevance: 15.6613
  • www.strategicviewadvisors.com
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Edward Moyzes, Carol Anne Bates, Christopher Hall, Mollie Alyssa Kaiser and Shanelle Medequiso Sua use Strategic View Advisors as a marketing name for doing business as representatives of Northwestern Mutual Wealth Management Company® (NMWMC) and..
Relevance: 15.580486
  • www.aiinsight.com
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AI Insight is the industry's online go-to resource for alternative investment research, training and compliance support. Join the thousands of advisors and financial firms who have increased their knowledge and confidence with new product offerings..
Relevance: 15.505485
  • www.tame.ca
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Thus, we designed the TAME™ system to empower advisors and allow clients to feel comfortable knowing that predetermined parameters are established on their investments going forward... We are Mutual Fund Advisors, just like you, who enjoyed the..
Relevance: 15.437376
  • dextrous2advisors.com
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Dextrous Two Advisors Private Limited is a step towards the quest of an Indian company to set up a firm in the field of financial services with standards and values so high and strong that it ultimately becomes steep benchmark in its domain.....
Relevance: 15.409242
  • www.suminvestments.com
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We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. With our thorough, comprehensive knowledge of insurance, tax laws, and mutual fund investments and our in-depth understanding of..
Relevance: 15.368576
  • wealthmgmtbarrie.ca
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Equity Associates Inc. is an Ontario Corporation operating as a Mutual Fund and Limited Market Dealership. Equity Associates is a member of the Mutual Fund Dealers Association... Equity Associates Inc. advisors operate as partners, under the Mutual..
Relevance: 15.338357
  • zfunds.in
ZFunds is India's only Mutual Funds Platform where you can get help from top experts about your investments.You can download our app or send us a message on WhatsApp and an expert will help you plan your investments... Online Mutual Fund Investment..
Relevance: 15.2705555
  • moneygyan.com
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Money is one of the important aspects of life which can make one wealthy, but Gyan (Knowledge) plays an important role in taking informed decisions. At Moneygyan.com, we make sure that our clients as well as our partners are well educated & well..
Relevance: 15.243461
  • growingleadhers.com
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Growing Leadhers is a Northwestern Mutual - Dallas program for women -- we want our firm to be the best place for a woman to build her financial planning practice... We have an incredible team of women and men behind the scenes of Growing Lead hers...
Relevance: 15.167178
  • www.foradvisorsonly.com
For Advisors Only was created to offer an online forum for professional insurance agents, financial advisors, mutual fund representatives and securities brokers from across Canada, to carry on non-partisan discussions -- amongst themselves -- of..
Relevance: 15.139606