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.

Cannon Financial

Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Fueled by a team of industry leaders, Cannon is an experience which fosters collaboration and growth.

Chicago Clearing Corporation

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.

FIS Global

FIS With large numbers of people reaching retirement age, the opportunities are growing – but so is the competition. The relationships you build will make all the difference in attracting your share of assets. FIS™ provides the technology that links activities across the life cycle so you can efficiently serve the high net worth customers that can grow your business.


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.


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.


Institutional Shareholder Services Inc. (ISS) is the world’s leading provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers.

Private Trust Group of America

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.

Revzon Consulting

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.

Trust Management Network helps financial institutions grow and strengthen their Trust services through outsourcing. By delegating your back-office functions to experienced professionals who understand your business, you’re free to focus on the client relationships and core competencies that set your institution apart.

Trust Sourcing Solutions specializes in providing back-office solutions to trust departments, trust companies and law firms throughout the U.S. TSS has a 15 year track record of success providing a complete turnkey solution for the operational needs of its clients.  There is no expensive equipment to buy; everything is delivered via the web with an on-line real time Trust Accounting system. We have an industry experienced team of professionals processing financial transactions in a consistent, accurate and timely manner. By partnering with TSS you can focus on your most important asset – your client.

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.

Wolters Kluwer

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.

Wolters Kluwer

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.

Fi-Tek is a premier product-focused financial technology solutions and services company. Our products and solutions address the complex needs of financial services providers in the Wealth Management and Alternative Investments domains. We have a proven track record of successfully serving the top tier clients in this arena and have catered to their changing requirements with flexibility and agility, enabling us to carve our niche and achieve distinction in this highly competitive industry.