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Abacus Group is a global IT services firm for alternative investment firms, providing an enterprise technology platform specifically designed to meet the unique needs of the financial services industry.
ACA Compliance Group (ACA) is a leading global provider of governance, risk, and compliance advisory services and technology solutions.
AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning.
AdviserLogic has a suite of software products built to assist Financial Advisers, licensees, brokers, corporate ARs, software providers and AFSLs to prosper.
AffiniPay is a financial technology company, transforming the way professionals get paid.
ACM’s compliance management platform makes it easy to monitor offices, facilitate communication, meet regulatory requirements, build and maintain a library of documentation, track workflow, map risk, and complete post-trade compliance testing and reporting.
BOSS has been a pioneer in outsourced support of independent investment advisors since 1996 and that tradition continues today.
CashFlows aims to maximise payment acceptance for our customers and partners through more right-first-time sales, fewer declines and disputed sales.
Complaints Pro is a cloud-based customer issue / quality assurance software that helps you handle every issue in a timely and efficient manner.
Conga is the leader in end-to-end Digital Document Transformation.
Everfin builds advanced data-management systems for financial advisors, wealth managers, planners, and brokers.
FCI protects private data, provides evidence of compliance of technical control requirements (FINRA, SEC, NAIC, NYDFS, etc.), and seamlessly delivers and remediates cyber compliance, tools and settings to endpoints.