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HFA
June 07, 2018  

LISTING: VENDORS OF BUY-SIDE TECHNOLOGY

Advise TechnologiesNew Yorkadvisetechnologies.comProducts include Consensus, a regulatory-reporting tool; document-management software Vault; and Shuttle, which automates transaction reporting consistent with Mifid 2 regulations in Europe. Founded in 2010 by former Trafelet Capital chief operating officer Doug Schwenk. In early 2017, private equity firm CPI Capital acquired Advise via Compliance Solutions Strategies consortium.NOTE: Complete...


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