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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.
Exvere Inc is one of the leading companies in the Financial Services sector.
Arapahoe Credit Union is a Littleton, CO-based company in the Financial Services sector.
Sfe Investment Counsel Inc. is one of the leading providers in Financial Services. It is based in West Sacramento, CA. To find more information about Sfe Investment Counsel Inc., please visit www.sfeic.com
In 2014, BSI Financial Services formed Entra Escrow Services, Title Services and Asset Management. Entra Escrow was formed in 2014 to facilitate real estate transactions in Southern California. In addition to supporting BSI Financial Services clients, it provides high-touch escrow services for agents along Orange County`s Golden Coast. Entra Title Services was also created in 2016 to provide title underwriting nationwide, relying on an agency network of title professionals to search and underwrite title for transfers and new financing. Entra Real Estsate provides asset management and collateral valuation services primarily to lenders that hold REO property. Entra provides comprehensive care, from cash-for-keys to asset sale and disposition.