• 2003

Company Description

Coates Analytics, LP designs and develops distribution management systems for distribution and fund executives.

Coates Analytics, LP designs and develops distribution management systems for distribution and fund executives. It offers Intelligent Dashboard, which is a Web-based system that helps fund executives to turn data into fact-based decisions and actions; and Managed Money Dashboard, a Web-based solution that provides access to critical data and analytical tools. Coates Analytics, LP was formerly known as Board-Alert System, LP. The company was founded in 2003 and is based in Chadds Ford, Pennsylvania. As of December 7, 2007, Coates Analytics, LP operates as a subsidiary of PNC Global Investment Servicing Inc.