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Industry Partners
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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