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Alliances

TD AMERITRADE InstitutionalTD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients. TD AMERITRADE Institutional provides a robust offering of products, programs and services designed to help advisors build their businesses and serve their clients. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc.

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Adhesion Wealth ManagementAdhesion’s WealthADV is a comprehensive Managed Investing service, delivering the complete client reporting, back office and unified managed account (UMA) solutions for RIAs. With WealthADV Unified Performance Reporting investors RIAs receive distinctive, consultant style reports, optimized for managed accounts. With WealthADV Unified Managed Accounts (UMAs), client portfolios are constructed from an open-architecture library of money managers and implemented with professional overlay portfolio management.

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Trade PMRTradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively.

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Bridge PortfolioBridgePortfolio® (“BP”) is one of the leading service and technology firms providing outsourcing of back-office operations to investment advisory companies. They provide comprehensive, web-based outsourced back office solutions, including, but not limited to: downloading and reconciling client accounts, calculating fees, producing performance reports and setting up, managing and submitting trades for model portfolios. BP also works with advisors to provide a seamless, private-labeled website giving end clients access updated account information.

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SmartleafSmartleaf makes software for financial firms that manage individual investor accounts and provides an integrated workflow solution for overlay portfolio management.

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WinslowWCG 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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Informa Investment SolutionsInforma Investment Solutions has been a leading provider of products and services for investment, trust and wealth management professionals for 30 years. IIS offers individual applications and end-to-end solutions. Products include investment manager search and evaluation databases (PSN), performance measurement and client reporting solutions (Performer and Investment Scorecard), investment proposal generation (WealthIQ), compliance monitoring (ComplianceIQ), trust owned life insurance monitoring (InsuranceIQ), presentation of investment managers’ strategies (Informa asset.tv) and on-line marketing, sales and client communication tool (Executive Showcase).

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PCPAStokTrib, 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 TrustNorthern Trust is one of the world´s largest private banking, asset management and asset servicing firms.

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Advisor SoftwareA 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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