Assets
under Management:
Select One
Up to $100 million
$100 to $500 million
$500 million to $1 billion
$1 to $5 billion
$5 to $25 billion
$25 to $100 billion
$100 to $250 billion
$250 to $500 billion
$500 billion to $1 trillion
Greater than $1 trillion
Number
of Portfolios Serviced:
Select One
Up to 500
500 to 1,000
1,000 to 2,500
2,500 to 5,000
5,000 to 10,000
10,000 to 25,000
25,000 to 50,000
50,000 to 100,000
100,000 to 250,000
250,000 to 500,000
500,00 to 1 million
Greater than 1 million
Performance System:
Select One
Advent
Albridge
Base Two
Black Diamond
Charles Schwab
CheckFree
CheckFree Caliper
CheckFree GIM II
DST
Eagle
Greenhill
Infovisa
Investment Scorecard/Informa
Ortec
Performa
Pershing
SSC
StatPro
Thompson
Wilshire
Xamin
Other
Accounting System of Record:
Select One
Advent Axys/Moxy
Albridge
AMTrust
Brockerage
Charles Schwab
Charles River
Checkfree APL
Custodian System
FBSI
FRI
InfoVisa
InnoVest
Metavante
National Financial FBSI
Pershing
Proprietary
Schwab Centerpiece
SEI
SEI Trust 3000
Sungard Advantage
Sungard Charlotte
Sungard GlobalPlus
Thomson Portia
Trust Rite
Other
Investment Services: (for multiple selections,
Select all that apply
Asset Allocation
Institutional
Managed Accounts
Self Directed
SMA
UMA
Types
of Securities Managed: (for multiple selections,
Select all that apply
Bonds
Cash Equivalents
Equity
Fixed Income
Funds of Funds
Futures
Hedge Funds
International Equity
International Fixed Income
Options
Multi-Currency
Mutual Funds
Private Equity
Real Estate
Structured Products
ALL FIELDS ARE REQUIRED. THANK YOU.
