Product Spotlight
  • 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... Read More
  • Available from Albridge Solutions

    Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients' assets. Albridge consolidates client account data from hundreds of disparate sources-proprietary, banking, brokerage,... Read More
  • Available from FlexTrade Systems Inc.

    MaxxTrader, a part of FlexTrade’s comprehensive FX Enterprise Solutions package, is a white label trading system for sell-side institutions operating in the foreign exchange markets. Designed to allow institutions to privately aggregate and issue price information to the markets and clientele,... Read More
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... Read More
  • 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.... Read More
  • 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... Read More
  • 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. Read More