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Product Spotlight

 
available from Argo SE, Inc.
Argo Trading Platform is built upon a set of quality software components such as order router/OMS, risk management server and front-end, matching engine, market data dissemination, trading front-end and C++/.NET/Restful API. These components are architected to work in concert to provide a fast and...
available from Morningstar, Inc.
The Morningstar ByAllAccounts aggregation service gathers hard-to-reach data from thousands of financial institutions and connects it to leading portfolio management platforms for a unified client view. This view enhances an advisor's ability to provide holistic advice and reporting based on all of...
available from Albridge Solutions
To guide your clients toward their ultimate financial goals, you need a complete picture of their assets. Albridge Data Aggregation, powered by CashEdge, affords a 360-degree view of each client's entire portfolio, including held-away banking, brokerage, trust, 401(k) and pension assets. Armed...

Top Companies

Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial services experience and technology expertise to help...
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 479,000...
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from established global institutions to small start-up...
From Strategy to Solution, InvestTech provides technology and operations expertise to global investment firms. Our deep knowledge, proven methodology, and actionable business solutions give our clients a clear direction for today - enabling more opportunities for tomorrow.