Invesco

RedBlack Software, LLC provides technology solutions to investment advisors, wealth managers, broker dealers, and financial institutions. The company offers Rebalance Express, a software application for portfolio monitoring, rebalancing, and trading. Additionally, it provides tools for single and multiple accounts rebalancing, real-time pricing, tax lot management, portfolio and trade management, security and asset class model creation, cash management, and compliance and trade report generation. RedBlack Software, LLC was founded in 2006 and is based in Bedford, New Hampshire.

They are dedicated to serving the needs of our clients, who range from financial advisors and individual investors to corporations and endowments.

IntelliFlo Ltd. is a software company based in Kingston-upon-Thames, United Kingdom, established in 2004. It specializes in providing web-based business management solutions tailored for the financial services sector, including financial advisers, mortgage advisers, and various service providers. The company's flagship product, Intelligent Office, offers a comprehensive suite of features such as client management, document management, compliance tools, financial planning, and analytics. Additionally, it includes functionalities for lead management, task management, and income reconciliation, catering to both small and large businesses. IntelliFlo also provides product training services to enhance user proficiency. The company's focus on delivering practical, state-of-the-art software solutions aligns with the evolving needs of its clients in a dynamic market.

Source is uniquely positioned to deliver highly liquid products that respond to the challenges and opportunities of the market They partner with some of the world’s largest investment houses and asset managers to create products that either offer exposure to new opportunities in the market or deliver existing strategies more effectively. They work together to ensure all of their products are efficient and transparent. On top of this, they work closely with some of the most well respected trading houses in Europe to ensure that their products are also priced as fairly as possible and are tradable throughout the day. Source is a global investment firm and one of the fastest growing European providers of exchange traded products (ETPs) By focusing on the ever-evolving needs of investors, they have grown assets under management to more than $19 billion (as at 30 July 2014) since their launch in April 2009, and during this time investors have traded more than $575 billion of Source’s products. They offer investors an efficient and transparent way to invest in equities, fixed income and commodities, as well as some alternative asset classes. Their ETPs are open-ended and domiciled in Dublin.

Jemstep Inc. offers online investment guidance and management services tailored for individual investors and financial advisors. Founded in 2008 and headquartered in Los Altos, California, the company leverages technology to provide ratings and comprehensive information on mutual funds and ETFs, including performance analysis and asset allocation. Jemstep's platform, Jemstep Advisor Pro, enhances the operations of investment advisors by automating client engagement, onboarding, and service processes, enabling them to attract more clients and manage assets more efficiently. The platform integrates with various service providers, allowing for a customizable business system that supports advisors in delivering enhanced value to their clients.