Gemini Fund Services, LLC
Filed under:
Third Party Administrator
What is the service or product you offer to RIAs?Gemini partners with investment companies to deliver comprehensive pooled investment solutions, including mutual funds, hedge funds, variable annuities, and alternative investments such as collective investment trusts. We bring products to market with a broad range of customized services. Our industry leading pooled investment solutions include comprehensive fund servicing, variable annuities ...
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PENSCO Trust Company
Filed under:
Alternative Asset Custodian
Company info:
Top Executive: Kelly Rodriques
http://pensco.com
415-274-5600
560 Mission Street, Suite 1300
San Francisco, CA 94105
What is the service or product you offer to RIAs?PENSCO Trust Company is a world-class custodian that helps investors build wealth in taxable and tax-deferred accounts.
PENSCO offers a complete range of services that enable investors to hold a wide range of alternative assets, such as private equity, venture capital, real estate, notes, foreign currency and precious metals.
As ...
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Tamarac
Filed under:
Trading/Rebalancing,
Portfolio Management System,
Performance Reporting,
CRM Software
What is the service or product you offer to RIAs?Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both breakaway and established.
Tamarac Advisor® is a web-based RIA platform that integrates: CRM, performance reporting, portfolio rebalancing, trading, customer portal and various thir party applications. Additionally, Tamarac provides outsourced portfolio management services, run by financial services ...
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