Sponsors Directory

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Advent Software, Inc.

600 Townsend Street
Suite 500
San Francisco, CA 94103
Email: info@advent.com

Advisor Perspectives, Inc.

Box 380
Lexington, MA 02420
Email: info@advisorperspectives.com

A newsletter and database geared to advisors serving high- and ultra-high net worth investors.

Broadridge Financial Solutions, Inc.

One Park Avenue, 12th Floor
New York, NY 10016
Email: ryan.mulligan@broadridge.com

Broadridge Financial Solutions (formerly ADP Brokerage Services) is the market leader in providing shareowner communications. We offer comprehensive investor communications, document management and proxy processing services to clients around the globe each day, helping them streamline their business processing and reduce costs. ProxyEdge® is the internet tool used to simplify the proxy process and streamline proxy voting by helping... More

C & A Consulting LLC

The Chrysler Building
405 Lexington Avenue, 7th Floor
New York, NY 10174
Email: info@caconsultingllc.com

OUR MISSIONC&A strives to achieve performance excellence for our clients by combining seasoned professionals in Finance, Operations, Compliance and Technology into a team that can translate a client’s strategic vision into executable solutions. Our practice is founded on practical execution married with business strategy, integrity and respect.OUR INDUSTRY AND FUNCTIONAL DEPTHHedge FundsPrivate Equity FirmsWealth Management... More

CSSI

610 Freedom Drive, Suite 310
King of Prussia, PA 19406
Email: dherrera@cssi.org

Founded in 1995, CSSI provides services for all Advent-related needs, offering Consulting, Custom Reporting, and Back Office Services. CSSI BackOffice provides daily reconciliation services for Axys and APX, including Rex and manual statement entry. Additional services include data conversions, data clean-up, performance building and performance validation.Typical CSSI Consulting projects involve APX implementations, 3rd... More

CyGem

207 Portage Trail Ext. West
Suite 201
Cuyahoga Falls, OH 44223
Email: cchatterelli@cygem.com

CyGem, founded in 2006, was built to assist investment managers with their unique back-end technology needs. CyGem provides customized technical products and solutions designed for investment managers with assets under management of $5 billion and under. Today’s investment managers are tasked with ensuring that their most valuable and sensitive data is secure, available and in compliance with massive regulatory standards.... More

Empaxis Data Management

840 Apollo Street, Suite 206
El Segundo, CA 90245
Fax: (310) 564-0472
Email: stephen@empaxis.com

Axys and APX Outsourcing and Upgrades Outsourcing for Axys and APXEmpaxis provides high-caliber, highly customized back-office outsourcing and reconciliation services for asset managers and hedge funds on the Advent Axys and APX platforms across North America, Europe and Asia. With over $40 billion in AUA and growing, Empaxis provides its clients with a robust, highly flexible back-office processing and support service that can be tailored... More

FactSet

601 Merritt 7, 3rd floor
Norwalk, CT 06851
Fax: 203-810-1001
Email: sales@factset.com

FactSet helps the world’s best investment professionals outperform. For more than 30 years, financial professionals have relied on FactSet’s streamlined solutions and unmatched client support to get their jobs done, better.FactSet’s global datasets and comprehensive data feeds provide seamless access to entitled real-time global exchange, reference, and benchmark data directly into industry-leading OMS platforms... More

IAA - Investment Adviser Association

1050 17th Street, NW
Suite 725
Washington, DC 20036
Email: iaa@investmentadviser.org

The Investment Adviser Association is a not-for-profit organization that represents the interests of SEC-registered investment advisory firms. Founded in 1937, its membership today consists of more than 550 firms that collectively manage more than $10 trillion for a variety of individual and institutional clients. For more information, please visit www.investmentadviser.org.

Interactive Data

32 Crosby Drive
Bedford, MA 01730

Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,... More

NSCP - National Society of Compliance Professionals

22 Kent Road
Cornwall Bridge, CT 06754
Email: info@nscp.org

Nonprofit, membership organization dedicated to serving and supporting compliance officials in the securities industry.

Salentica, Inc.

121 King Street West, Suite 840
Toronto, Ontario M5H 3T9
Email: sales@salentica.com

Salentica is a market leader in providing Customer Relationship Management (CRM) and technology solutions for the wealth management industry. Our solution, Salentica Advisor Desk™ CRM, provides an integration framework with Advent APX and AXYS geared at providing users with an integrated desktop with access to client financial data in the CRM. Salentica has tailored solutions from the ground up, built specifically to the needs of... More

Securities Operations Forum

48 Wall Street, 4th Floor
New York, NY 10005
Fax: 212.328.2525
Email: info@soforum.com

As an information center for operations professionals in the financial services industry, Securities Operations Forum provides training courses, workshops, conferences, news and research to banks, broker/dealers, insurance companies, vendors, regulatory agencies and industry associations.

Varden Technologies

77 Franklin Street
Boston, MA 02110
Email: Jack.Wiener@VardenTech.com

Varden Technologies is the leading Boston based software development and consulting firm focused on the financial industry. Our product, eReportal, provides a comprehensive, web-based, enterprise-wide reporting, communication and portal platform.

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