Technology

A compliance and surveillance application that organizes trades and captures the supervisor’s review and resolution actions.

Comprehensive platform that centralizes account and client information, application access, reporting, service requests, news and knowledge resources.

Morningstar Direct unites all of Morningstar’s global data and institutional research, rigorous analytics, and productivity tools.

Innovative wealth management tool that gives financial professionasl and their clients an overview of their portfolio in one easy-to-access location.

TeleCheck delivers industry-leading check acceptance, check processing and risk analytics services while safeguarding customers from fraud and identity theft with a relentlessly committed team of specialists. Whether you purchase in store, online, or over the phone, your identity and checking account information are safeguarded from unwarranted or  unlawful use.

Comprehensive market data solutions with access to integrated wealth management tools.

FACTSET provides a powerful market data Workstation solution for financial professionals. Including the ability to support real time exchange pricing

AppRiver is a cloud-based security and productivity company that offers email and web security solutions. Their services include email encryption, spam and virus filtering, and secure file sharing. AppRiver's goal is to help businesses of all sizes protect themselves from online threats. 

Easily send and sign documents with Docusign eSignature Make your business faster, simpler and  more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

Redtail Technology offers integrated, cost effective, web-based CRM, imaging and email solutions designed for financial professionals.

Engaging and easy-to-use goal-based financial planning software.

A subscription based online research aggregation portal for clients of RBC Clearing & Custody.

View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes.

BLACK represents a unique platform containing a full menu of wealth management solutions developed by leading financial technology partners.

View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes.

A comprehensive market data solution

Powerful Performance with Market Insights SS&C’s trade order management and execution platform is easily configurable, with seamless out-of-the-box connectivity to virtually any third-party, and can be tailored to each firm’s needs for a complete front- and middle-office experience.

Used to view trade commissions & activity reports. Firm-level users may also use BillingWeb to view monthly settlement information.

RingCentral is the trusted leader in AI-powered communications, helping businesses worldwide connect through calls, messages, meetings, and events.

Your end-to-end solution for compliant communications Global Relay has built reliable secure solutions for every step of your compliance journey, from a collaborative messaging app through to a trusted archive. Consolidate third-party reliance and get compliant communications right, first time.