Alliance Partners

Abacus Group, LLC
IT Hosting

Advise Technologies
Form PF Regulatory Reporting

Advisors Assistant
CRM

AdvisoryWorld
Portfolio Analytics, Investment Planning and Proposal Generation

Ancerno
Transaction Cost Analysis

Aqua Equities
Electronic Trading Destinations

Ashland Partners
GIPS Compliance Consulting and Verification Services

BIDS Trading
Electronic Trading Destinations

BlazePortfolio
Trading and Rebalancing

BlockCross
Electronic Trading Destinations

Broadridge
Electronic Proxy Voting

Cadis, a Markit Company
Enterprise Data Management

Chicago Clearing Corporation
Security Class Actions

eMoney
Financial Planning Category

Eze Castle Integration
IT Hosting

FactSet
Portfolio Analytics and Real-Time Pricing

Fascet
IT Hosting

Finance Logix
Financial Planning

Financial Tracking Technologies
Compliance Technology

FINCAD
Fixed Income Analytics

FusionStorm
IT Hosting

FXConnect
Electronic Trading Destinations

G2 FinTech
Tax Analysis, Compliance

Generic Network Systems
IT Hosting

GlobeOp
IT Hosting

Gravitas
IT Hosting

HiddenLevers
Portfolio Analytics

InfoHedge Technologies
IT Hosting

InStream Wealth
Financial Planning

Interactive Data Corporation
Security Pricing and Reference Data

IntraLinks
Investor Fundraising, Reporting & Management

Investor Analytics
Risk Management

InvestorForce
Performance Reporting Network

ITG
Compliance, Transaction Cost Analysis

Junxure
Customer Relationship Management

KlarityRisk
Risk Management

Liquidnet
Electronic Trading Destinations

Markit
Enterprise Data Management

Matsco Solutions Limited
IT Hosting

MoneyGuidePro
Financial Planning

Morningstar
Research and Analytics, Performance Attribution

Omgeo
Post-Trade Workflow Automation

Paladyne Systems Inc.
IT Hosting

RedBlack Software
Portfolio Rebalancing

Redtail Technology
Client Relationship Management

Richard Fleischman Associates
IT Hosting

Salentica
Customer Relationship Management

Skience by The Athene Group
Books & Records, Data Aggregation and Straight Through Processing

SunGard Global Network
Electronic Trading Destinations

Sycamore
Customer Relationship Management

Telemet America
Real-time Pricing for Moxy

Thomson Reuters - DataScope
Global security pricing and reference data

TradeWarrior
Trading and Rebalancing

TRX – Total Rebalance Experts
Trading and Rebalancing

Virtus
Bank Debt Security and Reference Data

Wolters Kluwer Financial Services - GainsKeeper® FundTax™
Automated tax calculations & reporting

XLR8
Customer Relationship Management

Zacks Investment Research
Research and Analytics