Listed here are firms critical to the scope of BaySys Technology’s offerings. They are companies with whom we have integrated our products and services.
PORTFOLIO MANAGEMENT SYSTEMS/REPORTING SYSTEMS
Advent Axys
Advent has been providing trusted solutions to the world's leading financial services organizations since 1983. Advent serves thousands of clients from many different sectors of the financial services industry including asset managers, prime brokers, hedge funds, fund administrators, broker/dealers, family offices, wealth managers and private client services, and independent financial advisors.
Schwab Performance Technologies PortfolioCenter
PortfolioCenter is a software application that provides the functionality needed to efficiently manage financial data, run your back office and serve your clients. PortfolioCenter gives you a single, consolidated view of all financial assets, regardless of where they are held.
FinFolio
FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded by experienced industry veterans, FinFolio has created a powerful open platform that is extensible by users.
WealthSite
WealthSite is committed to providing state-of-the-art technology solutions to the private wealth industry. Clients who may benefit from WealthSite’s core web-based financial applications include private wealth divisions of major banks and brokerage firms, private equity and venture capital funds, hedge funds, money managers, and investment advisors in the wealthy family office market.
TECHNOLOGY
Ephron Technology
EphronTech, headquartered in San Francisco, is a technology consulting, software development, managed services and knowledge process outsourcing company. BaySys has partnered with EphronTech to provide the technical infrastructure and the development of the BARS billing application.
Centarus
Centarus is a full-service IT management and strategy company offering a range of integrated solutions tailored to meet your business goals. In addition to providing the highest level of support services, we develop and implement proactive, thoughtful, affordable technology strategies and systems. We employ our expertise and experience to fully manage your technology solutions, minimizing downtime and improving efficiency.
DOCUMENT MANAGEMENT SERVICES
Junxure
Junxure is a comprehensive, integrated CRM system for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.
LIGHT[PORT]
LIGHT[PORT] the leading provider of custom portals for independent advisors looking for a highly interactive and uniquely branded client experience.
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