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Plaid Brothers Software Company and Product Information Page

Plaid Brothers Software

26 Technology Drive
Irvine, CA 92618
Contact Name/Title:
Matt Spedden/Director of Sales
Phone Number: 800.IC.PLAID
Email Address: [email protected]
Web Address: www.plaid.com

Company Background:
Plaid Brothers Software is the leading provider of enterprise-wide contact and portfolio management solutions for the financial services industry. Plaid has provided brokerage and banking firms with client and portfolio management software products since 1983. Plaid currently offers enterprise-wide central server and browser-based solutions. 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.

Company Executive Team:
Scott P. Kozak, President and CEO
Raksha Gopal, Chief Operating Officer
Jon Bluth, Director of Business Development
Matthew Spedden, Director of Sales

Company Financial Performance:
Not disclosed.

Product Name & Description:
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. Plaid provides multi-currency portfolio reporting with AIMR performance measurement, electronic posting, to do’s, schedule management, corporate action processing and cost basis/taxlot accounting. All information is reconciled daily with the back office. The product includes a powerful web-based report writer and is easily integrated with real-time market data, order entry, research and other firm-wide applications. Using WebPlaid's Investor Access module, firms can provide detailed portfolio reports to their clients over the Internet.

Product Price Range:

Existing Clients:
Not disclosed

Strategic Partners:
Phase3, Sterling Wentworth, Financial Profiles, Frontier Analytics and Pie Technologies.

Customer Support Provided:

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