Sponsors and Exhibitors
Conference Sponsors
Click the Sponsor logos to view their company website.
Exhibitors
AdvisoryWorld
AppCrown LLC
CashEdge Inc.
Client Marketing Systems - Advisors Assistant
Coates Analytics, a division of Albridge, a BNY Mellon company
Finance Logix
Interactive Data Corporation
Laser App Software
Lockwood Advisors, Inc.
Pershing, a BNY Mellon company
Redtail Technology
15335 Morrison Street Suite 226, Sherman Oaks, CA 91403
www.advisoryworld.com
Michael Wilson, Chief Operating Officer, (800) 480-3888, extension 102, mwilson@advisoryworld.com
AdvisoryWorld provides portfolio and investment analysis, proposal generation, hypothetical illustrations and financial planning software to investment professionals. AdvisoryWorld has integrated its offering within Albridge Wealth Reporting (AWR) and Applink. Users of AWR can seamlessly call any of AdvisoryWorld’s reports from Client Reports and Ticker & Account Anchor Points. AdvisoryWorld further offers Albridge users the ability to access its SCANalytics application for analytical and modeling purposes, while importing client and position data remotely via Web services.
215 Park Avenue South, Suite 1300, New York, NY 10003
www.alldataadvisor.com
Todd Gallet, Sales/Training Consultant, 212-478-6037, tgallet@cashedge.com
CashEdge Inc., a division of Fiserv, Inc., is the leading provider of Intelligent Money Movement® solutions for financial institutions, including person-to-person (P2P) payments, "me-to-me" account transfers, account opening and funding, small business payments and receivables management, and financial account aggregation. All CashEdge products, including Popmoney®; Popmoney Small Business, TransferNow® and OpenNow®/FundNow® are supported by industry-leading risk management capabilities that leverage proprietary technology to help financial institutions mitigate risk and reduce fraud. The company is headquartered in New York City with offices in Silicon Valley and India. For more information, visit cashedge.com or popmoney.com.
Client Marketing Systems - Advisors Assistant
880 Price Street, Pismo Beach CA 93449
www.AdvisorsAssistant.com
Shannon Dempsey, Vice President, Sales, (800) 799-4267, Shannon@climark.com
More than just a content management system, Advisors Assistant has contact management and optional portfolio and insurance management capabilities. It is also a powerful marketing tool that increases sales, streamlines office efficiency and helps build client rapport and loyalty. It can track client investments and download investment data from Albridge. Choose either a Web-based or computer-based application. It also features free 800 line support, training webinars and updates.
Coates Analytics, a division of Albridge, a BNY Mellon company
3 Dickinson Drive, Suite 102, Chadds Ford, PA 19317
www.coatesanalytics.com
Steve Truong, Director of Sales, (610) 558-1323, struong@coatesanalytics.com
Coates Analytics, a division of Albridge Solutions, Inc., is a business intelligence and analytics provider specializing in distribution, key accounts management, compliance, risk management and workflow solutions--exclusively for financial services organizations. Coates offers three market-leading technology solutions: Distribution Management System, Intelligent Dashboard and Subadvisor Certification Solution.
5151 East Broadway Boulevard, Suite 620, Tucson, AZ 85711
www.financelogix.com
Andrew Tishkevich, Sales Director, (800) 557-1870, extension 104 andrewt@financelogix.com
Finance Logix® provides wealth management software solutions to financial services firms, including brokerdealers, banks and trusts, insurance companies, registered investment advisors (RIAs), technology and service providers and asset managers. Since 1998, Finance Logix® has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action. Finance Logix® is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate and personalized financial advice.
100 William Street, 10th Floor, New York, NY 10038
www.interactivedata.com
Chris Riggio, Senior Director, Wealth Solutions, (212) 771-6675, chris.riggio@interactivedata.com
Interactive Data Corporation’s Wealth Management solutions use a cloud-based platform-as-a-service hosted model to deliver high-quality proprietary content, real-time global pricing information from more than 130 exchanges, and sophisticated decision-support tools through desktop, Web and mobile applications.
3190 Shelby Street, Building D-100, Ontario, CA 91764
www.laserapp.com
Jorge Plascencia, Senior Key Accounts Manager, (800) 985-2174, extension 101, Jorge@laserapp.com
Laser App Software (Laser App) provides forms filling solutions for broker-dealers. We provide the most current forms and prefill them for your advisors. You benefit by receiving forms that are legible, current and in good order. Additionally, your representatives become more efficient because they are not spending hours filling out forms. We support independent, insurance, bank, institutional and captive broker-dealers with our form-filling solutions. Laser App leads the financial industry in form-filling with over 100,000 users and over 340 broker-dealers.
Lockwood Advisors, Inc., an affiliate of Pershing, a BNY Mellon company
760 Moore Road, King of Prussia, PA 19406
www.lockwoodadvisors.com
Rudi Bayer, Head of Enterprise Sales and Advisory Sales, (410) 832-7557, rudolph.bayer@bnymellon.com
Lockwood Advisors, Inc. is a leading provider of fee-based managed account solutions to financial organizations and independent registered investment advisors. As a program sponsor, Lockwood Advisors offers access to some of the industry’s leading investment managers, provides independent research on separate account managers and consults with investment professionals to develop investment solutions for their clients. Lockwood also offers discretionary portfolio management solutions to investors through financial organizations and independent registered investment advisors. Lockwood Advisors, Inc. is an SEC-registered investment advisor and an affiliate of Pershing.
Pershing, a BNY Mellon company
One Pershing Plaza, Jersey City, NJ 07399
www.pershing.com
Mike Row, Managing Director, (201) 413-2259, mrow@pershing.com
Pershing (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors. Located in 21 offices worldwide, Pershing and its affiliates are committed to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management programs and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing is a BNY Mellon company.
11291 Pyrites Way, Suite B, Gold River, CA 95670
http://corporate.redtailtechnology.com
Brian McLaughlin, Chief Executive Officer and Chief Technology Officer, 800-206-5030, Brian@redtailtechnology.com
Offered as a subscription service, Redtail Technology provides financial professionals with the tools necessary to get up and running quickly. Additionally, the service features are flexible enough to meet the specific needs of the independent financial professional. Redtail’s high-performance platform is compatible with all environments and it integrates with many popular financial industry solutions such as Laser App and Albridge.
November 14-16, 2011
Loews Philadelphia Hotel
Philadelphia, Pennsylvania
Questions?
E-mail: Becky D'Ambrosio
