Industry Partners

AccuTech Systems Corporation's (ASC) goal is to provide the best supported, most efficient and comprehensive Trust & Investment Management Accounting Software available to the financial industry. www.trustasc.com

Cannon has trained employees and officers from the financial services industry in trust and banking schools. Enrollment at the various schools has increased from 80 students in 1981 to over 3,500 students from over 1,500 financial institutions nationwide in 2007. www.cannonfinancial.com

Chicago Clearing Corporation (CCC) is the claims filing specialist in securities class action settlements. CCC serves a wide range of investors, such as bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, family offices, high net worth individuals, market makers, specialists, proprietary trading firms and professional traders. No matter the type of investor, CCC brings to bear its considerable and extraordinary experience to aggressively retrieve every dime owed the harmed investor. www.chicagoclearing.com

EDGAR Pro is specifically designed for financial professionals who need full access to real-time, comprehensive SEC filing information, all in one place, all in easy to comprehend formats. There is no better source on the web. www.edgaronline.com

Infovisa was founded in 1992 as a result of our parent company realizing the need for a performance measurement system. Infovisa is continually moving forward with our products, service, and corporate direction. In 1999 we found that the charitable foundation industry was also being neglected in the same way the trust industry. www.infovisa.com

Innovest's flagship product, InnoTrust, is built on leading edge technology that can be readily tailored to your needs. The system is web-based, real-time, highly secure, and rich in functional features. www.innovestsystems.com

Metavante's TrustDesk gives you a realtime, browser-based workstation that streamlines administration, operations, and data access. From this single platform, you can offer clients advanced products and superior service. www.metavante.com

Private Trust Group of America (PTG) provides administrative and operational support services to trust departments in the Accounting, Banking and Legal professions. We offer flexible, efficient and cost-effective solutions based on years of hands-on experience gained from working with both small and large trust departments. www.privatetrustgroup.com

The sole focus of the Revzon Consulting Group is to assist financial service firms such as banks, trust companies, law firms, and third party administrators cope with the ever-changing world of services, regulations, technology, and products. http://www.revzonconsulting.com

Risk Metrics Group - Our solutions include an expanded choice of proxy voting policy and research, an end-to-end proxy voting platform and leading compliance and risk management solutions that enable institutional investors to meet the challenges they face in today's complex and highly scrutinized proxy voting environment. www.riskmetrics.com

Sei's investment management programs and investment processing outsourcing solutions to banks and trust institutions worldwide. SEI’s solutions span the entire spectrum of wealth management processes, including investment management, securities trading, global investment processing and investment accounting. www.seic.com

SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. www.sungard.com

Wall Street Concepts provides tax information reporting solutions to the financial industry for REMICs, Long term OID bonds, Master Limited Partnerships, mutual funds and REITs. Our services facilitate the production of Forms 1099 and K-1, as well as the preparation of individual tax returns. www.wsc.com

Wolters Kluwer GainsKeeper - BasisPro is a GainsKeeper product designed specifically as a cost basis solution for brokerage firms and back offices. BasisPro makes calculating cost basis easy by providing an application that analyzes detailed cost basis information for your clients and eliminates inaccuracies in cost basis reporting. www.wolterskluwerfs.com

Wolters Kluwer CCH Capital Changes is a part of Wolters Kluwer Financial Services, a leading provider of compliance, content, technology, and services for the banking, securities, and insurance industries. www.wolterskluwerfs.com


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