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TELEMET PARTNERSTelemet America has partnered with several companies to provide easy integration with Telemet Orion. Whether it is our integration with systems to provide data or linking data into Telemet Orion to display and analyze, Telemet's partners help to provide a valuable and complete platform to enhance your investment research needs.TECHNOLOGY/SOLUTIONS PARTNERS Advent Software has been providing reliable, trusted solutions to investment management organizations of all sizes and strategies for 25 years. www.advent.com  Charles River Development is an award-winning provider of innovative technology systems and services to over 310 investment firms in the global institutional, mutual fund, banking, hedge fund, wealth management, insurance and pension industries in more than 30 countries. www.crd.com  Cornerstone Revolution supports both institutional and retail level pricing. They have offerings tailed to fit a variety of needs and circumstances that are applicable to a wide range of users from new advisors to well-established firms and BD’s. www.poweradvisortools.com/index.html  InvestEdge, Inc. is focused exclusively on serving the front-office needs of large, retail investment firms. www.investedge.com/  Metavante' Corporation delivers banking and payments technologies to approximately 8,000 financial services firms and businesses worldwide. www.metavante.com/mvnt/corp/home  Schwab Performance Technologies Since 1985, Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation, has been a leading provider of portfolio data management and reporting solutions for independent financial advisors. https://schwabpt.com/  Sungard is one of the world’s leading software and IT services companies. www.sungard.com  Northern Trust Corporation - Trust/Rite - Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions and affluent individuals worldwide. www.ntrs.com/trustrite SOFT DOLLAR PARTNERS BNY ConvergEx Group, LLC provides premier, customized global agency brokerage and investment technology solutions, together with unparalleled personal client service and support, to institutional clients worldwide. www.bnyconvergex.com  Capital Institutional Services - CAPIS was founded in 1977 with one focus - providing institutional investors with conflict-free, unbiased solutions. www.capis.com  Charles Schwab works directly with individuals, providing securities brokerage, banking and a wide range of financial services. They also serve independent investment advisors and help companies manage retirement and equity compensation plans for their employees. www.schwab.com  Citigroup is a global leader in domestic and cross-border securities services for the world's top issuers, intermediaries and investors. www.citigroup.com  Direct Access Partners provides complete anonymity and non-conflicting multi-asset class agency execution and sales trading, a state of the art electronic trading platform, NYSE direct access, soft dollar services, compliance services, prime brokerage, independent research and introductions to their alliances with capital raising services. www.daptrading.com  Fidelity Brokerage Services is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. www.fidelity.com  FinTech Securities LLC is a nimble, innovative and responsive brokerage firm, specializing in equity trading. www.fintechsecurities.com  Instinet, LLC is an agency broker focused on helping investors improve execution quality through the innovative use of trading technology. They offer enhanced trading services including algorithims, global portfolio trading, agency sales trading, commission managemnent and third-pary research. www.instinet.com  The Interstate Group integrates trading, sales and support services for institutional clients through a specialized arrangement that allows professional money managers to purchase independently originated research products and services with commission dollars, and plan sponsors to participate in commission recapture programs. www.interstategroup.com  Vandham Securities is a premier destination for the Institutional investment Community. Their goal is to apply their 'hands on' management style to create a unique blend of seasoned investment professionals and “Cutting Edge” technology. www.vandham.com PRODUCT AND SERVICE PARTNERS The Applied Finance Group Since 1995, AFG has set the standard for independent institutional equity research and investment research tools by helping investors make better buy, hold, and sell decisions. www.economicmargin.com  Dow Jones & Co. is a leading provider of global business news and information services. www.dowjones.com  Rise Display has been providing digital signage to universities, financial institutions, and businesses across North America for over 15 years. Rise's Complete Display Solutions enable companies to attract attention and deliver their messages to their target audiences via LED tickers, LED wallboards, LED displays, and other large format public displays. www.risedisplay.com ASSOCIATIONS AND USER GROUPSAdvent Users Group - The Advent Users Group was formed in 1998 by a group of investment professionals using Advent products, "To bring together a diverse group of investment advisors who utilize Advent products, to share knowledge, define challenges, contribute to and advocate for a coherent vision for future technological solutions." www.adventuser.org CFA Institute - CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. www.cfainstitute.org Investment Advisor Association - The Investment Adviser Association is a not-for-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The Association was founded in 1937 as the Investment Counsel Association of America. www.investmentadviser.org Security Traders Association - The Security Traders Association is committed to promoting the interests of its members throughout the global financial markets, providing representation of these interests in the legislative, regulatory and technological processes, while fostering goodwill and high standards of integrity in accord with the Association’s founding principle, Dictum Meum Pactum – " My word is my bond ". www.securitytraders.org Trust Users Group - The Trust Users Group (TUG) is comprised of clients that use financial accounting systems from SunGard. The primary purpose of TUG is to provide a forum for the exchange of information among trust professionals that share common interests. www.trustusers.com CONSULTANTS Accusource, LLC, Ryan Kerry involved in outsourcing solutions for investments management firms since 1986. www.accusourcellc.com rkerry@accusourcellc.com  MD Solutions, LLC is a business consultancy designed to serve the investment management community. www.mdsolutionsllc.net info@mdsolutionsllc.net  Tandem Business Specialists is a consulting and outsourcing company managed and operated by financial services operations professionals. www.tandemhq.com contact@tandemhq.com |
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