Integrations and Partners

Credit Suisse Group is a leading financial services company, advising clients in all aspects of finance, across the globe.

BTIG, LLC provides brokerage services. The Firm manages securities such as stocks, bonds, mutual funds, and other investment products. BTIG serves 4,200+ institutional and corporate clients Worldwide.

The Goldman Sachs Group, Inc. is an American multinational investment bank and financial services company. Goldman Sachs is the second largest investment bank in the world by revenue.

BNP Paribas is the top bank in the European Union and a major international banking establishment. It has close to 184,000 employees in 64 countries, including more than 145,000 in Europe.

Merrill Lynch Wealth Management is a national investment advisory firm with offices in most major and mid-sized U.S. cities. As a subsidiary of Bank of America, Merrill Lynch has vast resources that its investment advisors can use to maximize client returns.

Morgan Stanley is a global leader in executing transactions in cash equity and equity-related products for institutional clients around the world. These products include common stocks, global depository receipts and exchange-traded funds.

Interactive Brokers LLC is an American multinational brokerage firm. It operates the largest electronic trading platform in the United States by number of daily average revenue trades.

Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management.

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia.

StoneX is a Fortune 500 company providing global customers execution, clearing and advisory services in commodities, capital markets and more.

BNY Mellon is a holding company that currently has over $2.2 trillion in assets under management. Based in New York City with 35 regional branches across the U.S., BNY Mellon is known as a leader in the investment and finance industry.

XP Inc. is a Brazilian investment management company. The company offers fixed income, equities, investment funds, and private pension products, as well as offers wealth management and other financial services.

CACEIS is an asset servicing banking group specialising in added-value financial services for all asset classes. They provide execution, clearing, custody, depositary and asset valuation in markets worldwide to assist institutional investors, global custodians, asset management companies, pension funds, private equity funds, banks, brokers and corporate clients.

Brown Brothers Harriman (BBH) is an independent global financial services firm. More than 200 years old, the firm has evolved from its origins as a commodities merchant to become a trade financier, wealth planner, investment advisor, global securities custodian and administrator, and technology provider.

NAV Consulting is a leading fund administrator providing backoffice support, reporting, and investor services to the alternate investment fund industry.

Formidium is a technology-enabled fund administrator based in Chicago, Illinois. Founded in 2016 our 1200+ global professionals are serving 1000+ funds across the globe. We have established ourselves as a proven alternative to legacy fund administration solutions.

Enfusion’s investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system.

Addepar, Inc. is an American wealth management platform for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

OpenFin powers financial desktops with the same app distribution, security and interoperability capabilities as iOS and Android.

The Black Diamond® Wealth Platform allows wealth managers to devote their time to guide their clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.

Advent Portfolio Exchange (APX) is the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Investment Suite, APX connects your entire enterprise – front, middle, and back offices – on a single platform.

Thomson Reuters provides professionals with the intelligence, technology and human expertise they need to find trusted answers.