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ProTrak International

Added on 21 Oct, 2025

https://www.protrak.com/

CRM, Investor Relations, Compliance Tracking, Portfolio Data, Pipeline Management, Capital Introduction

Investment Management Software

Morningstar Office

Added on 21 Oct, 2025

https://www.morningstar.com/products/office

Portfolio Management, Research, Client Reporting, Asset Allocation, Custodian Integration, Morningstar Data

Investment Management Software

AdvisorEngine (Junxure)

Added on 21 Oct, 2025

https://www.advisorengine.com/

CRM, Portfolio Management, Rebalancing, Billing, Client Portal, Workflow Automation

Investment Management Software

Quicken Premier

Added on 21 Oct, 2025

https://www.quicken.com/

Personal Investment Tracking, Cost Basis, Dividend Tracking, Budgeting, Brokerage Sync, Performance Charts

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