BNET Industries

Investment Scorecard Inc.

is in the Financial Services Industry

Last Fiscal Year Sales:$37.5M
  • Private
  • US
Dow Jones Description

Informa Investment Solutions, Inc. ("IIS") provides investment professionals with customized systems and outstanding services for use in their own client relationships. Our unique ability to create quality products along with our incomparable capacity to supply valuable data makes us a consistent market leader throughout the investment community. For 30 years, IIS has served both institutional and retail investment professionals. Specifically, we work with money managers, hedge fund managers, wealth managers, brokers, and investment bankers, providing groundbreaking software and robust service options that lead the investment software industry. With three major product lines PSN, Performer, and Wealth Management System IIS is sure to have the right combination of technology and services to meet your needs. Every day, more investment professionals and institutions turn to IIS to improve the accuracy, depth, and presentation of the information your clients require. We offer the following value-added solutions: - Data Management - Money Manager Research - Due Diligence Compliance - Portfolio Accounting and Performance Measurement - Investment Research and Evaluation - Investment and Financial Planning - Wealth Management Our products and services have a direct impact on the manner in which our clients interact with the investing public. We take pride in knowing that, year after year, our clients depend on our software and services to fulfill mission critical operations.

Senior Vice President, Chief Scorekeeper
Allen Brown
Number of Employees 174
Contact Information

601 Grassmere Park Dr

Nashville, Tennessee 37211

www.investments...

1 615 665 1234

NAICS Code Investment Advice: 523930

News & Analysis

investment scorecard inc. - All News and Analysis

  • Informa to acquire Investment Scorecard, Inc

    - 2007-04-01

    Informa Investment Solutions (IIS; White Plains, NY), a unit of Informa's London Professional division and a provider of products and services to investment and wealth management professionals, has agreed to acquire Investment Scorecard, Inc. (ISI; Nashville, TN) for $50 million in cash. The acquisition, which will be paid through Informa's...

    Tags: Informa SA, Investment Scorecard Inc.

  • Informa Investment Solutions to Acquire Investment Scorecard

    - 2007-03-21

    Acquisition To Deliver Broadened Business Intelligence Solutions to the Investment and Wealth Management Community WHITE PLAINS, N.Y. & NASHVILLE -- Informa Investment Solutions, Inc. IIS today announced it has entered into a definitive agreement to acquire Investment Scorecard, Inc. Investment Scorecard will continue to operate as a business unit...

    Tags: Informa SA, Investment Scorecard Inc.

  • Investigo and Investment Scorecard Sign Strategic Partnership

    - 2007-02-23

    Collaboration Integrates Leading Practice Management Systems into One for High Net Worth Investors and Their Advisors NASHVILLE, Tenn. -- Investigo[R]--provider of the financial services industry's fastest-selling practice management system--and Investment Scorecard, Inc., a provider of highly sophisticated performance analytics, policy monitoring and client reporting solutions for wealth management firms,...

    Tags: Investment Scorecard Inc.

  • Investment Scorecard Announces New Product Line

    - 2006-12-15

    NASHVILLE, Tenn. -- Investment Scorecard, Inc., has added a new product line, ComplianceIQ[TM], to compliment its suite of client performance reporting and performance measurement products offered to the wealth management market. ComplianceIQ[TM] offers an active portfolio monitoring system to manage risk and Investment Policy Compliance with minimal resource demands....

    Tags: Investment Scorecard Inc.

  • Investment Scorecard, Inc. Provides Performance for Alternative Assets

    - 2006-11-13

    NASHVILLE, Tenn. -- Investment Scorecard, Inc. delivers critical new functionality to the Wealth Management industry via their web-based, fully outsourced performance product. In addition to consolidating accounts from multiple back office systems, Investment Scorecard now has the capability to report on assets that are held outside of a traditional custodial...

    Tags: Investment Scorecard Inc.

Decision Makers

Name (plus bio) Position
Allen Brown Senior Vice President, Chief Scorekeeper
David Abbott Senior Vice President Technology, CIO, Cpo
Mark Crockett Senior Vice President Technology, Cto
Shawn Carder Chief Financial Officer
David Lafontaine Senior Vice President, Client Development
Guy Patterson Senior Vice President, Client Relationship Management
Jack Randow Senior Vice President, Operations
Keith Deerkoski Senior Vice President, Product, Marketing and Program Management

Board of Directors

Name (plus bio) Position
Chris Horgen Board of Directors
Fred C Goad Board of Directors
Jeffrey E. Powell Board of Directors

Allen, one of the company's founders, is responsible for guiding our strategic product direction and supporting the sales and partnership teams. Allen played a key role in developing our product offering since the company's inception in 1995. Currently at Investment Scorecard, Allen focuses on strategic product direction and providing strategic support for the sales and partnership teams. Allen earned an MBA with a concentration in Finance from the Owen Graduate School of Management at Vanderbilt University and a BA in history from Denison University.

Organization Position Status
Investment Scorecard, Inc. Senior Vice President, Chief Scorekeeper Current
Owen Graduate School of Management MBA Former
Denison University BA In History Former

Organization Position Status
Investment Scorecard, Inc. Senior Vice President Technology, CIO, Cpo Current
Vicorp Restaurants, Inc. Director of Restaurant Information Systems Former
Deloitte Touche Tohmatsu Deputy Director Former

Mark is responsible for all software development activities as well as strategic planning for technology and architecture used by Investment Scorecard. Since joining the company in 1997, Mark has played a key role in leading the architecture and development of Investment Scorecard's multi-enterprise performance platforms. Mark was named Chief Technology Officer in 2000 and Senior Vice President in 2006. Previously, he held senior level technology positions with Medifax and Inforum. Mark earned a BS in Computer Science from Middle Tennessee Statue University.

Organization Position Status
Investment Scorecard, Inc. Senior Vice President Technology, Cto Current
Middle Tennessee State University BS In Computer Science Former

Organization Position Status
Investment Scorecard, Inc. Chief Financial Officer Current
PhyCor, Inc. Vice President of Corporate Finance and Investor Relations Former
KPMG International audit manager Former
Rhodes College BA In Business Administration Former
Rhodes College Business Administration With An Emphasis on Accounting Former

Organization Position Status
Investment Scorecard, Inc. Senior Vice President, Client Development Current
Progeny Marketing Innovations Regional Sales Director Former
United States Military Academy Bachelor of Science Degree Former

Organization Position Status
Investment Scorecard, Inc. Senior Vice President, Client Relationship Management Current
Accenture Ltd. consultant Former
Mississippi State University MBA In Finance Former
Mississippi State University BA In Marketing Former

Organization Position Status
Investment Scorecard, Inc. Senior Vice President, Operations Current
Hess Corporation Manager of Product Movement and Refining Systems Former
University of Nebraska MS Degrees In Mathematics Former
University of Nebraska Bgs Former

Keith is responsible for managing Investment Scorecard's product, marketing and program management functions. He is responsible for creating the company's strategic product roadmap, prioritizing projects within individual product lines and managing the execution of product initiatives through the company's development lifecycle. In addition, he supervises the planning and implementation of the company's active marketing, product promotion and lead generation activities. With program management, he oversees all phases of designated strategic client relationships including planning, product development and operational deployment. Previously, Keith has held a number of key management positions including Director of Sales and Marketing and Director of Service Delivery. Prior to joining Investment Scorecard, Keith served five years in the United States Marine Corps, where he attained the rank of captain. He earned a degree in political science from the United States Naval Academy and an MBA from Vanderbilt University's Owen Graduate School of Management.

Organization Position Status
Investment Scorecard, Inc. Senior Vice President, Product, Marketing and Program Management Current
Owen Graduate School of Management Mba Former
Vanderbilt University MBA Former
United States Naval Academy degree in political science Former

Array

Organization Position Status
Southeastern Technology Fund Senior Managing Partner, Information Technology, Software Applications Current
Eastside Partners Operating Consultant Current
McDonnell Douglas Corporation Former
University of Southern California Master's Degree In Management Science Former
Iowa State University Master of Science Degrees In Aerospace Engineering Former
Mobular Technologies, Inc. Board of Directors Current
Emageon Inc. Board of Directors Current
Nichols Research, Inc. CEO Former
Nichols Research, Inc. Founder Former
Nichols Research, Inc. Chairman Former

Fred C. Goad, Jr. formed Voyent Partners, LLC with Jim Kever and Kevin McNamara in August, 2001. From 1984 to 1995 he was Director and President of ENVOY Corporation. In August, 1995, Mr. Goad was elected Chairman and Co-Chief Executive Officer, in addition to being a Director.

Organization Position Status
Investment Scorecard, Inc. Board of Directors Current

Organization Position Status
Harpeth Partners Co-Founder Current
Investment Scorecard, Inc. Board of Directors Current
J.C. Bradford & Co. LLC CEO and Managing Partner Former
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