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AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.
Bridge automates RIA workflow promoting growth, quality, and rapid response.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida.
Infovisa develops applications that let trust accounting professionals focus less on running reports and more on providing counsel for their clients.
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
LeaseQuery helps accountants and financial professionals eliminate lease accounting errors through its CPA-approved, cloud-based solution.
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.