TD iCapital

BondDesk Group LLC is a leading financial technology company specializing in fixed income solutions for over 2,000 investment firms, including major broker-dealers in North America. It operates the BondDesk Alternative Trading System (ATS), which provides clients access to a substantial pool of live offerings, facilitating approximately 15,000 to 20,000 transactions daily. The platform benefits traders, financial advisors, and individual investors by offering commingled inventory from a wide network of broker-dealers. BondDesk's flagship product, the BondWorks Wealth Management Platform, delivers advanced portfolio management, price transparency, and compliance solutions. With its user-friendly design, BondWorks caters to both novice and experienced fixed income users, enabling them to efficiently find bonds and execute trades while utilizing sophisticated analytics and decision-support tools directly from their desktops.

XpenseWise is a marketing platform for banks to improve their ability to cross-sell bank products to their existing customer base. In an era when it seems that everyone is competing for a piece of the financial institution pie, XpenseWise can help you strengthen your ties to your customers, meeting a greater share of their financial needs. XpenseWise works by analyzing data from a user's household bills. They get this data either automatically, as they pay bills online with your EBPP (electronic bill presentment and payment) service, or directly from the user, via fax or manual input. XpenseWise also gathers preference and credit data to build a complete user history. Financial institutions can use this data base to identify customers' bank product holdings and needs, and effectively cross-sell them additional bank products. XpenseWise uses the database to match user's histories to better value offers in the marketplace for non-bank products such as long distance, cell phone, insurance, etc. Users love the savings they get with XpenseWise, and will thank you for bringing the service to them. Protecting your customer's privacy is part of their reason for being. Users must opt-in to use XpenseWise. And, they act as an infomediary, using consumers' data to their advantage in finding them better offers, but NEVER selling data or identifying a user to a third party vendor.

ePolicy.com Insurance Services, Inc. (ePolicy) is a business-to-business Internet company that is creating a new way for professionals and small businesses to purchase insurance. Backed by some of the world’s leading insurance companies, such as Fireman’s Fund, ePolicy uses the Internet and proprietary technology to streamline the application and policy-writing process. By creating strategic relationships with major insurance companies and by using the efficiencies of the Internet to reduce costs, ePolicy offers a broad range of insurance products to their customers instantly, with high levels of customer service and significantly reduced rates. ePolicy is distinctly different from other companies currently offering policies on the Internet. Generally, these companies only replicate the offline process by handing customers over to an agent or broker. At ePolicy, they manage the entire customer experience, from getting a quote to printing the policy. Their staff of dedicated customer service representatives are available by phone and on-line to assist with the application and answer questions.

Validea is a company that focuses on enhancing investment decision-making by drawing insights from the strategies of successful investors throughout history. Founded in 2003 by John Reese, Validea offers a web platform that provides tools, portfolios, and research aimed at both professional and retail investors. The platform analyzes and ranks investment ideas from the financial community based on their performance, allowing users to make informed and efficient investment choices. By emphasizing the importance of historical investment strategies, Validea seeks to help its users achieve better market performance.