PORTFOLIO MANAGEMENT SYSTEMS / REPORTING SYSTEMS

SS&C | Advent

Advent has been providing trusted solutions to the world's leading financial services organizations since 1983. Advent serves thousands of clients from many different sectors of the financial services industry including asset managers, prime brokers, hedge funds, fund administrators, broker/dealers, family offices, wealth managers and private client services, and independent financial advisors.

FinFolio

FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded by experienced industry veterans, FinFolio has created a powerful open platform that is extensible by users.

Schwab Performance Technologies PortfolioCenter

PortfolioCenter is a software application that provides the functionality needed to efficiently manage financial data, run your back office and serve your clients. PortfolioCenter gives you a single, consolidated view of all financial assets, regardless of where they are held.

TECHNOLOGY

Hexaview Technologies

Hexaview, is a top notch technology provider to startups, mobile organizations & wealth management firms across the globe. BaySys has partnered with Hexaview to provide the technical infrastructure and the development of the BARS billing application.

Centarus

Centarus is a full-service IT management and strategy company offering a range of integrated solutions tailored to meet your business goals. In addition to providing the highest level of support services, we develop and implement proactive, thoughtful, affordable technology strategies and systems. We employ our expertise and experience to fully manage your technology solutions, minimizing downtime and improving efficiency.

Investment Technology Partners

Investment Technology Partners provides IT infrastructure outsourcing primarily to small and medium sized financial intermediaries. We deliver and support complete email, file and application management in a cloud environment with SEC compliant delivery. Our capabilities include hosting portfolio management and trading platforms from Advent and Schwab via two redundant, state of the art data centers. ITP’s focus on SEC compliance, Disaster Recovery and Business Continuity ensures our clients’ IT environments are at the ready and supported on a daily basis.

DOCUMENT MANAGEMENT SERVICES

Junxure

Junxure is a comprehensive, integrated CRM system for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

MODELING / REBALANCING / TRADE ORDER MANAGEMENT

Atom Align

BlazePortfolio Systems LLC, offers streamlined technology solutions to investment organizations. BlazePortfolio’s flagship product, Atom Align, is the industry’s most advanced web-based modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients.

TargetFinder

SoftVest, LLC provides software products and consulting services for investment professionals. Our products include TargetFinder, a portfolio rebalancing tool for advisors, and also software for generating portfolio performance statistics.

RedBlack

RedBlack Software is the independent market leader in portfolio rebalancing and trading software. RedBlack enables advisors to continuously monitor accounts and households, proactively rebalance, trade rapidly, and respond to client needs. Customer-driven design, innovative technology and agile delivery ensure that RedBlack’s products continuously evolve to meet the demand of customers, the industry and the market.

CLIENT COMMUNICATION AND CONTENT

Advisor Products

Advisor Products provides financial advice professionals client-facing content and technology. The company provides wealth managers website design, compliance tools, marketing copy, print and digital newsletters, brochures, and other marketing materials as well as 50,000 secure client portals.

Modestspark

Designed with RIA's in mind, ModestSpark, integrates with your existing portfolio management system to provide a visualization layer with interactive charts, statements and invoice that are easy to use. Now you can focus on the story behind the numbers and showcase your hard work in one visually interactive experience.

DATA AGGREGATION

ByAllAccounts

ByAllAccounts is the only provider of intelligent data aggregation for financial services companies and the platforms on which their businesses depend. Their patented system implements a knowledge-based process that uses artificial intelligence to gather and transform financial account data and deliver it to portfolio management, reconciliation, compliance, trust accounting and performance systems.

The financial industry’s most reputable advisory firms, financial institutions, and financial technology vendors rely on ByAllAccounts as their primary connector to structured and unstructured financial account data, enabling them to streamline their third-party relationships and to empower their applications and services.