advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, which they refer to as enterprise clients. They focus their technology development efforts and their sales and marketing approach on addressing financial advisors’ front-, middle- and back-office needs. They believe that their investment solutions and services allow financial advisors to be more efficient and effective in the activities critical to their businesses by facilitating client interactions, supporting and enhancing portfolio management and analysis, and enabling reliable account support and administration.

Their centrally-hosted technology platform provides financial advisors with the flexibility to choose freely among a wide range of investment solutions, services, investment managers, and custodians to identify those that are most appropriate for their clients.