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Partners

 

 

 

Accordo Solutions

Full-service, solutions-oriented consultancy to broker-dealers, registered investment advisors, banks & asset management firms

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ACI

Premier broker dealer financial consulting firm bringing together professionals in the accounting, financial services & regulatory industries

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BMO Harris Bank

Full service North American bank specializing in Fed securities settlement & acting as a major cash settlement bank for CCPs

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BNY Mellon Government Securities Services Corp. (GSS Corp.)

Supports the functioning of the U.S. Government Securities & tri-party settlement markets through the provision of settlement services for broker-dealers and FICC

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eMBS

Uses internet technology to provide complex MBS information and analytics to all market participants

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DTCC - FICC

Provides, among other things, the novation, matching and netting of repo transactions

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Foreside Compliance Consulting

Pairs comprehensive and customized advice with best-in-class technology to help firms in the investment management space automate and simplify compliance and distribution

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Euroclear

A major clearing house that settles and clears securities trades executed on European exchanges

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ICE Data Services

Offers comprehensive data services to support the trading, investment, risk management and connectivity needs of customers around the world and across asset classes

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Lehman & Eilen

Law firm practicing in the areas of broker-dealer, investment management and private fund organization and regulation, securities offerings (private and public), public company representation, venture capital financings, futures and derivatives, commercial transactions and related litigation, arbitration and mediation

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Pershing

Provides global financial solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers

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RegAlytics

Provides accurate, clean, vetted, daily regulatory data from US regulators that is enriched by regulatory experts and delivered in the most flexible format available

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Softek

Helps organizations evolve their digital capabilities constantly and seamlessly, from ideation and development to execution

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TPG Software

Provides investment accounting software solutions that support trading, comprehensive investment analysis and reporting, investment, liability, and derivative accounting, client safekeeping, and risk and collateral management

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