Datamatix

Smartleaf is a software provider for financial firms that manage individual investor accounts. Its featured product, Smartleaf Portfolio Manager, provides an integrated workflow solution for the customized management of individual portfolios. It is a Web-based software platform and data service that integrates with accounting and trade order systems. On a daily basis, the product generates actionable tax-lot trade recommendations for individual portfolios, and it allows investment firms to manage thousands of accounts with efficiency. Smartleaf is a private company based in Cambridge, Mass.

Based in Norwood, Mass., King Information Systems Inc. is a records management company specializing in services and products for banks and credit unions. The company sells and services a complete line of movable shelving, fireproof files, vertical/ lateral file cabinets, rotary file units, storage boxes, microfilm cameras and reader-printers. It also offers a range of index guides, file folders, labels, document dividers and other filing and retrieval aids. The company provides a number of services ranging from consultation and system design to file conversions, microfilming, maintenance and off-site storage.

Assette is a dynamic content management platform specifically designed for investment firms, enabling them to generate insightful and compliant materials while streamlining workflows. By centralizing data and automating content creation processes, Assette empowers marketers to efficiently manage and distribute client reports, presentations, and factsheets without the need for IT intervention. With a focus on enhancing productivity and accuracy, Assette leverages industry-specific AI tools to provide fast answers to RFPs and client inquiries, helping firms to drive meaningful conversations and build trust. By significantly reducing manual work and improving turnaround times, Assette allows investment teams to concentrate on making informed decisions rather than spending time re-explaining data. Generated from the website