Clients
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Bank of AmericaBank of America Merrill Lynch is the corporate and investment banking division of Bank of America.[2] It provides services in mergers and acquisitions, equity and debt capital markets, lending, tra...
Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America.[2] It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management.
OrionOrion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution oursel...
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution ourselves. We understand the frustrations you have to work through, because they’re ones we’ve experienced ourselves. So, we’ve come up with innovative, advanced solutions to problems you face every day. Like you, we aren’t content with what exists. We look ahead to uncover what’s next.
UBSUBS AG is a Swiss global financial services company, incorporated in the Canton of Zurich,[3] and co-headquartered in Zurich and Basel.[4] The company provides wealth management, asset management, ...
UBS AG is a Swiss global financial services company, incorporated in the Canton of Zurich,[3] and co-headquartered in Zurich and Basel.[4] The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide, and is generally considered to be a bulge bracket bank.
EnvestnetEnvestnet provides unified wealth management technology and services to financial advisors and institutions. As of March 2016, Envestnet supports over 47,000 advisors, and almost 3.5 million invest...
Envestnet provides unified wealth management technology and services to financial advisors and institutions. As of March 2016, Envestnet supports over 47,000 advisors, and almost 3.5 million investor accounts and over $850 billion in total assets with almost $290 billion of fee‐generating assets under management (AUM) and assets under administration (AUA)
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GBM
Founded in 1985, Grupo Bursatil Mexicano is an independent investment and brokerage firm based in Mexico. With more than 30 years of experience in Mexico’s financial market, GBM has been characteri...
Founded in 1985, Grupo Bursatil Mexicano is an independent investment and brokerage firm based in Mexico. With more than 30 years of experience in Mexico’s financial market, GBM has been characterized by its strength and leadership in asset management, the development of the most advanced electronic platform within the Brazilian, Mexican and American markets, and a knowledgeable and experienced management team that has been at the firm since being founded.
ActinverActinver group exceeds P $ 310.000 million in the handling and custody of financial assets and placed enters the five management companies Funds Investment larger Mexico. Currently it manages 42 in...
Actinver group exceeds P $ 310.000 million in the handling and custody of financial assets and placed enters the five management companies Funds Investment larger Mexico. Currently it manages 42 investment funds themselves. It has a network of 70 financial centers in Mexico.
TD AmeritradeTD Ameritrade is an American online broker based in Omaha, Nebraska. The TD stands for Toronto-Dominion. TD Ameritrade Holding Corporation is the owner of TD Ameritrade Inc. Services offered includ...
TD Ameritrade is an American online broker based in Omaha, Nebraska. The TD stands for Toronto-Dominion. TD Ameritrade Holding Corporation is the owner of TD Ameritrade Inc. Services offered include common and preferred stocks, futures, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management services.
State StreetState Street is an American worldwide financial services holding company. State Street was founded in 1792 and is the second oldest financial institution in the United States of America. The compan...
State Street is an American worldwide financial services holding company. State Street was founded in 1792 and is the second oldest financial institution in the United States of America. The company’s headquarters are at One Lincoln Street in Boston and it has offices in 29 countries around the world.
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Axicorp
Founded in Sydney, Australia in 2007, AxiCorp was created by traders, for traders. They operate on a simple idea: to be the broker they’d want to trade with. Following that principle, they’ve beco...
Founded in Sydney, Australia in 2007, AxiCorp was created by traders, for traders. They operate on a simple idea: to be the broker they’d want to trade with. Following that principle, they’ve become one of Australia’s largest and leading Forex brokers and have expanded to offices in London and Dubai.
MexDerMexDer is the derivatives subsidiary of the Mexican Exchange (Bolsa Mexicana BMV), the financial exchange operator in Mexico that operates full service cash and derivatives exchanges, with equities...
MexDer is the derivatives subsidiary of the Mexican Exchange (Bolsa Mexicana BMV), the financial exchange operator in Mexico that operates full service cash and derivatives exchanges, with equities and fixed income securities listings. A self-regulated entity, MexDer along with Asigna, its triple-A rated clearinghouse, offer liquid, transparent Mexican benchmark products based on interest rates, foreign exchange, stock indexes, commodities and swaps.
Australian Securities ExchangeThe Australian Securities Exchange Ltd, or ASX Limited (ASX), is an Australian public company that operates Australia's primary securities exchange. It was formed on 1 April 1987, through incorpora...
The Australian Securities Exchange Ltd, or ASX Limited (ASX), is an Australian public company that operates Australia's primary securities exchange. It was formed on 1 April 1987, through incorporation under legislation of the Australian Parliament as an amalgamation of the six state securities exchanges, and merged with the Sydney Futures Exchange in 2006. Today, ASX has an average daily turnover of A$4.685 billion and a market capitalisation of around A$1.6 trillion, making it one of the world's top 15 listed exchange groups.
Yapı KrediYapı Kredi is one of the first nationwide commercial banks in Turkey, established in 1944, and positioned as the fourth largest publicly owned bank in Turkey by its asset size. The bank is currentl...
Yapı Kredi is one of the first nationwide commercial banks in Turkey, established in 1944, and positioned as the fourth largest publicly owned bank in Turkey by its asset size. The bank is currently owned by the joint venture structured by two Fortune Global 500 companies, Koc Holding and UniCredit. Assets of the bank include, but not limited to, the credit cards, assets under management, non-cash loans, leasing, factoring, private pension funds and non-life insurance. The combined financial services network of the bank; now consists over 13 million customers and 835 branches across the country.
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FDX
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as we...
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options.
IIROCThe Investment Industry Regulatory Organization of Canada (IIROC; Organisme Canadien de réglementation du commerce des valeurs mobilières or OCRCVM in French) is a non-profit, national self-regulat...
The Investment Industry Regulatory Organization of Canada (IIROC; Organisme Canadien de réglementation du commerce des valeurs mobilières or OCRCVM in French) is a non-profit, national self-regulatory organization (SRO). Established through the merger of the Investment Dealers Association of Canada (IDA) and Market Regulation Services Inc. (RS) on June 1, 2008, IIROC oversees all investment dealers and trading activity on debt and equity markets in Canada.
Charles River DevelopmentCharles River provides an end-to-end solution to automate the front and middle office investment management process across asset classes on a single platform. Charles River serves more than 350 inv...
Charles River provides an end-to-end solution to automate the front and middle office investment management process across asset classes on a single platform. Charles River serves more than 350 investment firms in over 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets.
ArcherArcher, formerly Market Street Advisors, provides cloud-based investment management platform and flexible outsourcing services free you to focus on growing your business instead of growing operatio...
Archer, formerly Market Street Advisors, provides cloud-based investment management platform and flexible outsourcing services free you to focus on growing your business instead of growing operations.
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Charles Schwab
Schwab operates in four main divisions: investing, wealth management, banking, and trading. The company serves 9.3 million client brokerage accounts, with $2.40 trillion in assets (as of June 2014)...
Schwab operates in four main divisions: investing, wealth management, banking, and trading. The company serves 9.3 million client brokerage accounts, with $2.40 trillion in assets (as of June 2014), from over 300 offices in the U.S, one office in Puerto Rico, and one branch in London.
PershingPershing LLC is a subsidiary of The Bank of New York Mellon. Pershing has nearly $1 trillion in assets under administration. The Bank of New York Mellon has more than $25 trillion in assets in cust...
Pershing LLC is a subsidiary of The Bank of New York Mellon. Pershing has nearly $1 trillion in assets under administration. The Bank of New York Mellon has more than $25 trillion in assets in custody.