ANNOUNCEMENTS & NEWS

OSPREY WEALTH MANAGEMENT SOFTWARE HELPS YOUR ADVISORS PROVIDE SUPERIOR CUSTOMER SERVICE AND DELIVER BETTER RESULTS

Brendan Walters, Osprey Software Development

May 1st 2019

Osprey’s Wealth Management software simplifies the end-to-end management of investor accounts, providing financial professionals with everything needed to optimize and expand their business.

Its open architecture makes it easy to integrate with existing processes, systems, and data sources; reducing the risk, effort, and time of implementation.

The system focuses on putting everything needed at the fingertips of the financial professional and adapting to the way that user works, as opposed to forcing the user to adapt to the software.

Our Wealth Management software works in the background so that advisors and operations teams are free to focus on helping their customers reach their investment goals.

It’s both sophisticated: managing complex portfolio construction, tracking goals in real time, and integrating with existing systems; and simple to use: placing any information you may need just a click or two away.

Learn More About Osprey’s Work

IHS Markit Application Modernization & Cloud Deployment

IHS Markit Application Modernization & Cloud Deployment

Osprey Software Development and IHS Markit built and deployed a new application in the cloud in under 3 months; rapidly introducing a modernized application while using the cloud to simplify, strengthen, and accelerate delivery.Challenge While working with Osprey to...

INDEX Automated Data Processing

INDEX Automated Data Processing

The Independent School Data Exchange engaged Osprey to design and build a secure, web-based system that automates the entire process of data collection, distribution and reporting for a network of hundreds of private schools. Challenge INDEX is a member-driven,...

Choosing a Software Partner?The right decision translates to business success. The wrong decision could be disastrous. Read our step-by-step guide on choosing the right software partner.

Pin It on Pinterest

Share This