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Portfolio Management Systems: Change in the RIA MarketplaceProduct Type: Market Research ReportPublished by: TowerGroup Published: October 2002 Product Code: R301-0253 Description TowerGroup estimates that 18,000 RIA firms offer advisory services to retail investors. These RIAs need a technology infrastructure with portfolio accounting and performance reporting at its core but that also includes customer relationship management, asset allocation, financial planning, and order management.
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