Plaid has provided brokerage and banking firms with client and portfolio management software products since 1983. The Plaid Contact and Portfolio Manager is currently deployed on over 35,000 desktops around the world. Plaid solutions are the most technologically advanced in the marketplace, providing today's investment professionals with powerful tools for their technology needs. WebPlaid is a fully integrated enterprise-wide Contact and Portfolio Management system. Firms selecting this browser-based relationship management tool enjoy lower deployment costs, rapid system updates and seamless remote access.
All information is reconciled daily with the back office.
Using WebPlaid's Investor Access module, firms can provide detailed portfolio reports to their clients over the Internet.