Advicent, the provider of NaviPlan, is the financial planning technology partner of choice for over 140,000 users worldwide. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future.
ABAKA is UK's first digital saving and retirement enterprise SaaS platform, powered by Artificial Intelligence. Our innovative technologies enable financial institutions to power digital saving and retirement solutions and deliver scalable and affordable advice on retirement to their retail customers. ABAKA’s library of modular applications helps our enterprise clients to power conversational AI, personalised and behavioural nudges, big data insights, financial dashboards and amazing customer experiences. Million of people have access to the ABAKA technologies through our clients, and our technologies are licensed by Tier one international banks, retirement providers and asset managers across multiple countries.
Skience delivers innovative digital solutions that transform businesses. We offer Salesforce implementation services, as well as an enterprise-class digital platform for broker-dealers and RIAs that provides wealth managers an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience.
Capco is a global management and technology consultancy dedicated to the financial services industry. Our professionals combine innovative thinking with unrivalled industry and domain expertise to offer our clients consulting expertise, complex technology and package integration, transformation delivery, and managed services, to move their organizations forward. Through our collaborative and efficient approach, we help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs, and enhance controls. We serve our clients from offices in leading financial centers across the Americas, Europe, and Asia Pacific.
Kasisto was founded in 2013 to give financial institutions the power to humanize digital experiences that build valuable relationships. Kasisto is headquartered in New York City, with offices in Silicon Valley and Singapore. Kasisto’s customers include DBS Bank, J.P. Morgan Chase, Mastercard, Standard Chartered, TD, and Manulife Bank among others. KAI is the leading digital experience platform for the financial services industry. Our clients choose KAI for its proven track record to drive business results while improving customer experiences. The platform is engaging with millions of consumers around the world, all the time, across multiple channels, in different languages, and is optimized for performance, scalability, security, and compliance. KAI is built with the deepest Conversational AI portfolio in the industry. Kasisto Singapore Pte Ltd is a wholly-owned subsidiary of Kasisto. For more information visit kasisto.com. Follow Kasisto on Twitter, LinkedIn and Facebook.
Neustar Risk & Fraud solutions provide trusted insights into who is on the other end of every interaction. Featuring the industry’s most comprehensive identity resolution, Neustar helps wealth management organizations and financial institutions protect customer assets. Neustar helps to guard and grow your business leveraging our authoritative identity solutions to prevent account takeover for existing clients and create a frictionless customer experience for new clients through account origination.
Since its founding in 1962, Raymond James has become an industry leader in financial services, providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Backed by 128 consecutive quarters of profitability and headquartered in St. Petersburg, Florida, Raymond James is the proud home of more than 8,100 advisors. We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: clients. As we look toward the future, we remain committed to our founding principles of client first, conservatism, independence and integrity, ensuring we offer advisors the support they need to continue growing their businesses and empowering their clients.
Broadridge, a global Fintech leader and S&P 500® company with $4 billion in revenues, provides communications, technology, data and analytics to drive business transformation. We help clients, including wealth managers, enrich engagement, navigate risk, optimize efficiency and grow revenue to get ahead of today’s challenges and capitalize on what’s next.
Chetu is a custom software development services provider for the lending and investing industries. The company offers skilled developers with immense industry experience that spans the entire digital lending spectrum. Chetu programs robust software solutions including capital planning software, fraud detection and credit risk management, underwriting systems. They also offer portfolio management modules, CRM platforms, and more.
At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we strategize and optimize business processes, and develop solutions across every Salesforce cloud. CRM Science is an award-winning Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner.
Emotomy is an end-to-end multi-custodial, highly customizable digital investment advice platform for financial institutions. Emotomy allows client firms to efficiently manage their sales force and investors by offering a seamless suite of intuitive tools including portfolio research and construction, investment proposals, custom risk questionnaires, tailored client demographic profiling tools, paperless client onboarding, account reviews, billing and performance reporting.
Jemstep is transforming the way banks and other financial services firms deliver wealth management, with a superior digital investing experience for advisors and clients. Our Advisor Pro digital advice platform is integrated within a firm’s systems, for an end-to-end solution and a goal-based approach to wealth management.
Wealth Managers, Insurance and Corporate Retirement professionals use RelPro to find new clients and increase business development efficiency. RelPro integrates best-in-class data sources to deliver unrivalled coverage and quality insights on companies and their decision-makers. Time-saving automated research and timely alerts keep you up-to-date with clients and prospects.
For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms. These assets include residential and commercial real estate, secured and unsecured notes, limited liability corporations, precious metals, mortgages and more. As an administrator and record keeper, Entrust works to provide you more time and freedom to determine your financial future through a wide array of tax-deferred or tax-free options. Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant. We help you get started quickly and stay with you every step of the way.