| Name | Title | Contact Details |
|---|
J. R. Brothers Financial is a Phoenix, AZ-based company in the Financial Services sector.
Ideal Financial Solutions is a leader in personal cash flow management solutions.
Waters Parkerson is a New Orleans, LA-based company in the Financial Services sector.
1st Pacific Credit Union is a Vallejo, CA-based company in the Financial Services sector.
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.