Orion Advisor Services, LLC (Orion) is a premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. 

• Website
• Linking instructions

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

Tamarac serves over 900 RIA firms, collectively managing more than $1 trillion in assets. Investment advisors that use Tamarac's solution range in size from managing less than $10 million in assets to over $10 billion.

Tamarac was founded in 2000 and is headquartered in Seattle, WA.

• Website
• Linking instructions

 

Since the company's founding in 1999, Albridge Solutions, Inc. (Albridge) has established itself as a leading provider of data management and financial technology solutions for financial services companies.  In July 2010, Albridge was acquired by BNY Mellon from PNC Financial Services Group and became an affiliate of Pershing. Pershing’s leadership in the broker-dealer and advisor markets, combined with our heritage in data management and consolidated performance reporting, enables us to deliver data-driven technology solutions to support all facets of a financial services firm. Albridge is a leading provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more.

• Website
• Linking instructions

jaccomo offers a secure, industrial strength back and front office system for financial services firms. Our premier data integration, compensation accounting, compliance/financial reporting and advisor’s portal is unmatched in the industry. We work with your organization to help optimize the quality and accessibility of data for internal collaborators and regulators. We do our job, so you can focus on your best interests: your clients.
Contact us at 732.917.6322 or [email protected].

• Linking instructions

Run your operations more efficiently with advanced data-management and performance-measurement tools, as well as customizable accounting, reporting, and billing functions–all in one secure online solution hosted by us.

You can access, manage, and control all aspects of your data virtually anytime and anywhere. At the same time, you can reduce administrative tasks and minimize the costs of buying and maintaining hardware and software—or hiring IT staff. Firms that prefer to maintain their technology in-house can install PortfolioCenter® as a software application and experience the same dynamic functionality.

Whether you take advantage of PortfolioCenter as a hosted online solution or as desktop software, you'll get:

• A consolidated view of your clients' investments wherever they’re held
• Streamlined data management with a range of user-friendly tools
• An easy-to-use interface that gives you the information you need to make timely decisions
• Customizable client reporting and billing that’s visually compelling and information rich
• Enhanced security options to help you monitor and control user access to your firm’s data
• Industry-leading service and support from experienced professionals dedicated to helping you get the most out of your technology

• Website
• Linking instructions: Register and submit annuity data download through DST FanMail

For nearly two decades, eMoney has worked side-by-side with financial professionals to deliver wealth management solutions that meet the evolving needs of your organization, advisors and clients and help you deliver exceptional service.

Our vision:  Be the change.  Drive innovation in FinTech by creating and delivering technology solutions that help advisors and firms of all sizes achieve greater efficiency, scale, competitive edge, and growth in their businesses.

• Website
• Linking instructions

DTCC, through its subsidiaries, provides industry-leading solutions to safeguard the world’s financial markets. For more than 40 years, they have served as the premier post-trade market infrastructure for the industry, advancing the automation, centralization, standardization and streamlining of processes critical to the markets’ safety and soundness.

Today, they stand at the center of securities trading activity, processing more than 100 million financial transactions every day. They serve as the centralized clearinghouse for more than 50 exchanges and equity platforms, maintaining multiple data and operating centers worldwide providing strong business continuity and around-the-clock client support.

User owned and governed, DTCC serves the needs of clients from initial onboarding through trading, clearance, settlement, asset servicing and data reporting.

• Website
• Linking instructions

 Additional Platforms:

• Black Diamond
• Schwab's Portfolio Center
• Morningstar Office
• Morningstar Principia CAMS
• Addepar
• Advisors Assistant
• Adyzon
• Asset Book
• Broadridge
• FinFolio
• Fusion Advisor
• IAS
• Investigo
• Portfolio Pathway

FIDx is redefining how advisors deliver income, protection, and retirement solutions by modernizing an industry long stuck in outdated systems. We eliminate complexity, connect fragmented systems, and empower firms to unlock new value.

FIDx technology simplifies every step of recommending and writing annuities. While other platforms may excel in one or some of these areas, our Insurance Exchange is the complete solution for researching, facilitating the purchase of, and monitoring annuities integrated with traditional assets.

• Website

SS&C Advent is a global provider of financial technology, serving investment managers across asset management, wealth management, and alternatives. Advent brings together a broad portfolio of proven solutions across portfolio management and reporting, trading, compliance, investor management and more – making it easier for firms to find, adopt, and scale the technology they need to maximize operational efficiency and fuel growth.

With 40 years in the industry and a clear focus on the future, Advent supports firms as they navigate complexity, adapt to change, and grow with confidence.

• Website

Luma created the ecosystem the world’s leading financial institutions trust to transact and manage their most complex products, including structured products, annuities, and life insurance. All in one place. Fully customizable. And answerable to only our clients.

That independence is why we’ve become the benchmark around the world, with a footprint spanning North America, Europe, and Latin America. And why the people who work with us never go back.

• Website

At iCapital, our mission is to Transform the World’s Investment Industry for Better Outcomes. We do this by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.

With a dynamic Marketplace, Enterprise Solutions, and Data Intelligence, iCapital is the end-to-end platform for Alternatives, Structured Investments and Annuities.

• Website

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers and registered investment advisor firms. The firm’s Advisor Solutions group is addressing the growing demand for retirement income solutions by providing access to insurance carriers so advisors can truly deliver comprehensive advice, thus enabling their clients the opportunity to achieve retirement security. Our goal is to help streamline and enhance advisors’ ability to deliver the full lifecycle of financial advice to their clients.

• Linking instructions:
  1. Contact your Relationship Manager at MassMutual Ascend.
  2. MassMutual Ascend's DTCC number is 5949.
  3. Email [email protected] and request to receive contract and individual index strategy values.

TradePMR is a privately held Introducing Brokerage Firm (Member FINRA/SIPC) founded and located in Gainesville, Florida providing brokerage and custodial services and support to independent Registered Investment Advisors (RIAs).

Since 1998, the firm has maintained a singular focus of empowering advisors with the tools they need to grow their businesses by combining technology and products with premium support. The TradePMR model is designed to give RIAs a comprehensive solution that compliments their unique business needs. The firm develops and provides an integrated, cloud-based workstation delivering the resources advisors need to efficiently run their firms and be more productive.

Through a strategic business alliance with First Clearing, a Wells Fargo affiliate, TradePMR recognizes and addresses the need of investment advisors to remain competitive with banks and brokerages that are rapidly redefining how financial professionals do business. A complete lineup, including trust and banking services through Wells Fargo, can provide a competitive advantage in the marketplace.

TradePMR offers advisors an experienced partner with the resources to assist in the transition to independence. Dedicated team members in advisor services, trading, cashiering and new accounts are committed to becoming an extension of an advisor's business model and provide the support and services they need to take their business to the next level.

• Website
• Linking instructions:
  1. Contact your Relationship Manager at MassMutual Ascend.
  2. MassMutual Ascend's DTCC number is 5949.
  3. Email [email protected] and request to receive contract and individual index strategy values.