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Accutech Systems is a specialty software solutions company in the wealth management space. It’s our belief that wealth management is more than tracking numbers, it’s about relationships and we simply don’t think you can have strong relationships when you have to constantly jump through bureaucratic red tape. Our independence gives us the freedom to do what is right…and we wouldn’t have it any other way. We take the bureaucracy out of doing business and bring trust back into the equation. We’ve been at this a long time…we think it’s more fun and quite honestly, we know it works. It’s just another way we’re redefining trust.
Asset Mark is a Registered Investment Advisory firm providing outsourced investment solutions to Financial Institutions and Qualified Plan Providers throughout the country. By offering comprehensive sales, marketing, operational, and technological support, Asset Mark provides fee-based investment management solutions that enable its clients to effectively grow their businesses.
Asset Mark offers model portfolios created utilizing a structured/asset class investing approach that adheres to the tenets of Modern Portfolio Theory. This approach combines the attractive attributes of passive investing with specific aspects of active management to create dynamically managed portfolios that are constructed to provide consistent returns without taking traditional active market risk.
Cetera Financial Institutions delivers customized investment and insurance solutions to more than 420 financial institutions. With its focus exclusively on banks and credit unions, Cetera Financial Institutions offers flexible program options that help deepen relationships with clients, grow fee income and fulfill financial institution goals. Cetera Financial Institutions is a marketing name for Cetera Investment Services LLC, member FIRNA/SIPC and a member of Cetera Financial Group, Inc.
Founded in 1966, FCI Advisors, (FCI) helps wealth advisors and trust officers serve their clients and profitably grow their business. We do this by providing flexible, solutions-based investment management supplemented by expert teams that support a trust department’s client service, business development and operational responsibilities. We personalize the investment solution we create for each HNW and institutional client. The process begins with our disciplined and opportunistic asset allocation process and is complemented by a broad range of equity and fixed income separate security portfolios as well as ETFs and/or mutual funds for exposure to a variety of asset classes. For modestly-sized accounts we offer investment strategies based exclusively on mutual funds and/or ETFs.
To help our trust clients enhance the service they provide to their clients we provide a variety of reporting packages, each of which includes account-specific performance reporting with comparisons to stand-alone and/or blended benchmarks, and our professionals are available to participate in client meetings. To help our clients acquire new clients we provide detailed investment proposals for their prospects and complete RFPs for institutional opportunities. Our responses to such RFPs highlight the powerful combination of locally-based advice and service paired with nationally-recognized investment expertise. Today’s investors want more than a portfolio: They demand targeted, intelligent and informed advice. By selecting FCI as their investment solutions partner our trust clients can confidently focus on their clients and prospects and the goals they hope to achieve.
We focus on you so you can focus on your clients. Software can’t replace your wealth of experience and knowledge. But it can enable you to put it to better use. We designed our trust accounting software from the ground up to let you spend more time consulting, advising and thinking — and less time tracking, organizing and reporting. For trust professionals at community banks, our powerful, secure, real-time software is backed up by accessible, knowledgeable people who are focused on helping you do more of what you do best. That’s trusted focus.
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 20 international locations in Canada, Europe, the Middle East and the Asia-Pacific region.
For over 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation.
At Proxytrust, serving the Trust industry is our only business and has been since 1993. In fact, our team members average 15 years of Trust industry experience including an average 10 years with Proxytrust. In addition, we are privately held which enables us to focus on our core business and offer relevant solutions. Proxytrust clients benefit from our comprehensive proxy platform, strategic partnerships and consultative expertise with capital change and cost-basis issues. Proactive service, relevant solutions and market focus uniquely positions us as a valued and growing industry partner.
WealthHub is an end-to-end CRM and administrative platform that has been designed from the ground up to address the unique relationship and asset management needs of family offices, trust companies, and RIAs serving UHNW families and clients. Built on Salesforce.com, WealthHub delivers all the functionality inherent in a best-of-breed CRM while leveraging the scalability, customizability, and enterprise security features for your benefit. On this digital foundation, WealthHub delivers automated workflows and processes for common activities such as entity or account onboarding, distribution entry and approval, bill management, admin or investment reviews, tax prep management, charitable or gift tracking, and much more. The platform integrates with financial data from trust accounting systems, portfolio management systems, or directly from custodians or banks. It also delivers integrated document management through 3rd party providers. As a result, WealthHub users have a complete view of family members, professionals providing services, legal entities and related parties, financial information, and pertinent documents—all in one screen, one system.
Mainstreet Advisors is dedicated to serving the trust and wealth management industry. We help client institutions grow and become more efficient by offering investment advisory, sales support, marketing, and operations consultancy services.
We provide clients with expert portfolio management and in-depth investment research, delivered by a dedicated portfolio manager. Our portfolios are built using separately managed accounts of individual securities, mutual funds and exchange traded funds. This approach enhances efficiency while allowing the flexibility to cater to clients with unique portfolio needs.
Our clients also benefit from a dedicated relationship manager who takes a comprehensive approach to improving overall practice management. With MainStreet Advisors, you get the support you need to see your business grow and prosper. We’re more than a professional investment advisor; we’re an attentive business partner you can depend on.
GreenHill is a leading provider of performance measurement and reporting solutions for the wealth management sector. We offer fully customizable, branded client reports, model accounts, and benchmarks through an intuitive online platform. Our multi-tiered approach to performance analysis empowers clients to explore their investments down to the individual security level, providing a comprehensive view of their portfolios.
At GreenHill, our team of experienced and dedicated account managers excels in delivering sophisticated and precise reporting solutions. With a strong focus on detail—both in data accuracy and presentation—clients can trust that their investment reports are timely, accurate, and tailored to their specific needs. Our high-quality performance reports are industry standouts, designed to address the unique priorities of each investor.
We partner with clients to create efficient, cost-effective performance measurement solutions that enhance communication and strengthen client relationships. At GreenHill, we recognize that building and maintaining strong partnerships is essential to our mutual success.
Federated is a global investment manager known for its disciplined investment approach, dedicated client service and broad array of financial solutions. Our investment experience spans domestic and international equity, fixed-income, alternative and money market strategies distributed through a network of institutions and intermediaries worldwide. Founded more than
60 years ago with the belief that diligently doing business the right way over time presents the best opportunity for future growth, Federated continues to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.
