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.

Arcons Technology Inc.

159 Bay View Drive
San Carlos, CA 94070
Email: hemant@arconstech.com

We offer an Alternative and Traditional investment management product that seamlessly integrates with Advent Axys®. Our services include:Special projects in creating/extracting Modified Dietz/IRR based performance for Alternative and Traditional assetsAxys 3.x Data extraction to SQL ServerData integration between Advent and other productsCustom application and solution definition including system design, development, deploymentCustom... More

BaySys Technology LLC

8 Pulido Court
Danville, CA 94526
Email: lbaker@baysystech.com

BaySys Technology was one of the first firms to offer outsourced data management for portfolio management systems. We have over 20 years experience working with advisors and specialize in streamlining your firm's portfolio management, reporting and billing processes by providing outsourcing, consulting, custom development services and applications designed to maximize efficiency and eliminate unnecessary or redundant activities. With our... More

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

ByAllAccounts

10 State Street
2nd Floor
Woburn, MA 01801

ByAllAccounts electronically aggregates billions of account balance, holding, and transactional information daily from thousands of financial institutions. This data is delivered as a single, consistent feed to the back-office systems of financial professionals, providing efficient access to hard to reach and held-away accounts, and eliminating the need for point-to point connections with multiple custodians.

Chicago Clearing Corporation

404 South Wells Street
Suite 600
Chicago, IL 60607

Chicago Clearing Corporation (CCC) is the securities class action claim filing expert. CCC is an SAS-70 certified partner of SunGard, Accu-tech, Infovisa and Advent. CCC's clients' claims exceed $1,000,000,000 in recognized loss. Let CCC relieve you of the maddening burden of filing claims and secure every dollar your clients are owed. CONTACTSBrian Blockovich bblockovich@... More

CSSI

901 East 8th Avenue, Suite T001
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

354 S. Main Street
Suite 300
Akron, OH 44311

IAA - Investment Adviser Association

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

Not-for-profit association whose membership consists exclusively of federally registered investment adviser firms. Prescribes certain principles of conduct to guide its members in the practice of the investment counsel profession.

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.

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.

State Street Wealth Manager Services

One Lincoln Street
Boston, MA 02111

With $19.0 trillion in assets under custody and administration as of June 30, 2010, State Street is a leading financial services provider serving some of the world’s most sophisticated institutions. For wealth investors, our dedicated Wealth Manager Services group delivers operations, technology and reporting outsourcing solutions to trust companies and banks, private wealth management firms, and single- and multi-family... More

UNAPEN, Inc.

321 Research Parkway
Suite 201
Meriden, CT 06450
Email: sales@unapen.com

Since 1991, UNAPEN has provided products and services to the Advent community related to the APX, AXYS, MOXY, QUBE and PARTNER products that fall into the following categories: · Custom Reporting · Client Relationship Management · Custom Development & Interfaces · Streamlining Operational Workflows · Remote Network Administration · Data Backup & Business Continuity Site · System... More

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