Current Partners

Founded in 1999, ByAllAccounts (Woburn, MA) delivers reconciliation-ready data to investment management and advisory firms. Using innovative technology, they provide unparalleled access to reliable, accurate financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting. They help their customers build stronger, more profitable relationships by providing timely, personalized levels of service and better advice based on a more complete understanding of their clients' assets.

For more information about ByAllAccounts, Inc. solutions, please call 781.376.0801, email info@byallaccounts.com, or visit www.byallaccounts.com.

ICC Global Hosting is the leading virtual desktop hosting company providing desktops as a service in a Cloud computing environment. ICC utilizes the best technology vendors in our state of the art hosting centers. Customers enjoy the benefit of desktops with consistent performance, the latest software versions and patches, and increased data security. Our Cloud computing delivery methodology allows our customers to move their desktop computing expenses from a CapEx to an OpEx expenditure which reduces their overall costs. We have a tradition of excellence in support and have proudly served the education and commercial markets for the past 26 years.

For more information, visit www.iccglobalhosting.com.

Interactive Brokers is a low cost provider of trade execution and clearing services for individuals, advisors, proprietary trading groups, brokers, and hedge funds. Our premier technology provides direct market access to stocks, options, futures, forex, bonds and funds on over 80 market destinations around the world from a single IB Universal account. Interactive Brokers charges competitive margin rates: USD Fed Funds +0.25% to 1.5%. Visit www.interactivebrokers.com/mkt/commtool for more information.

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company began serving independent RIAs in 2002, and currently serves approximately 900 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s, first at discount broker Jack White & Company, then at TD Waterhouse in 1998, upon its acquisition of Jack White. Learn more at www.ssginstitutional.com