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Smartleaf makes software for financial firms that manage individual investor accounts and provides an integrated workflow solution for overlay portfolio management.
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WCG provides independent consulting services to banks that are seeking entrance into the SMA / Overlay / UMA open architecture space as well as to those banks that need to retool their existing SMA / Overlay / UMA offerings. They provide customized research for banks with answers to questions about their industry and their offering.
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Metavante is an industry leader that delivers comprehensive client-centric banking and payment solutions, enabling bank and commercial clients to achieve their business objectives. Metavante provides the expertise, products, and services to help clients grow, improve their efficiency, and increase their profitability.
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WealthADV is a comprehensive Managed Investing service, delivering the complete client reporting, back office and unified managed account (UMA) solutions that RIAs need for growing successful practices.
With WealthADV Unified Performance Reporting your clients receive distinctive, consultant style reports, optimized for managed accounts. With WealthADV Unified Managed Accounts (UMAs), client portfolios from are constructed from an open-architecture library of money managers and implemented with professional overlay portfolio management.
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Informa Investment Solutions, Inc. (IIS) provides a wide-range of customized technology services and solutions for investment and financial planning professionals.
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StokTrib, a service of PPCA, provides proprietary style analysis, providing detailed information about a manager's value add, style drift and selection skill.
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Northern Trust is one of the world´s largest private banking, asset management and asset servicing firms.
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A leading provider of wealth management solutions for the advice market, Advisor Software was founded in 1995 to bring institutional-caliber analytics to the retail investor through financial institutions and their advisors.
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Concord is focused on helping financial services organizations compete in the growing, fee-based investment advisory business. Their technology provides a comprehensive wealth management platform that can be fully-customized and quickly brought to market.
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