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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.
Lumesis is a Software-as-a-Service (SaaS), cloud-based financial technology company dedicated to delivering simple to use, powerful technology for the Fixed Income Municipal Marketplace. Lumesis' DIVER platform, includes DIVER Analytics, offering sophisticated analytical tools, proprietary visualization technology and content-rich reporting to easily identify portfolio risks and opportunities, and DIVER Advisor, a sales-focused solution with real-time monitoring that is designed to improve customer satisfaction, ensure compliance and enable growth. DIVER offers comprehensive data on more than 54,000 issuers, access to all 1.4M CUSIPs and centralized access to hundreds of datasets of the most current economic and demographic data available from both public and private sources.
Directinvesting.com is a Rye, NY-based company in the Financial Services sector.
Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.
Freeman Reports is a Ojai, CA-based company in the Financial Services sector.