Technology

The thoughtful and creative application of technology is critical to everything we do at Gould. Our proprietary software application, Portfolio Information and Management System (PIMS), developed and refined over the past seven years, forms the centerpiece of the firm’s technology suite.

PIMS is a multifaceted software application spanning portfolio management, securities trading, client service, regulatory compliance and corporate administration. It acts as a technology hub, interfacing with the third-party custodians that hold client assets, as well as web-based portfolio rebalancing and performance reporting systems.

Through PIMS, Gould staff has instant access to the information necessary for delivering consistently high quality management and administration of client portfolios. Each client and each portfolio is unique; our pro-active approach to technology helps us deliver customized solutions in an intelligent and cost-effective manner.