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The guidance and support found by partnering with an experienced and capable consulting and accounting firm can be invaluable to the success of your business. But to truly thrive and prosper today, you need more. More attention, more expertise, more opportunity. More than you`ve asked for, more than you expect. More personalization and more solutions for your ever-changing needs. You`re not satisfied with the status quo - and neither are we. At Gray, Gray & Gray we give our clients the Power of More. More effective resources. More practical experience. More proven expertise. More attention to your needs. More real-world solutions to the challenges you face. More agility to respond to opportunities as they arise.
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.
the kappa group is a Foothill Ranch, CA-based company in the Financial Services sector.
Cornelius is a Nashville, TN-based company in the Financial Services sector.
We`re moving beyond banking to create meaningful solutions that touch every Canadian. We are building new ventures, acquiring growing firms, making investments and partnering with organizations that share our vision. The results are products and services that solve problems and make lives better. RBC Ventures Inc. is a subsidiary of Royal Bank of Canada.