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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Cadence Capital Management is a Boston, MA-based company in the Financial Services sector.
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to our customers` needs, analyzes their current situations, and recommends customized solutions.
Based in Atlanta, Ga., Crawford & Company(R) (www.crawfordandcompany.com) is the world`s largest publicly listed independent provider of claims management solutions to the risk management and insurance industry as well as self-insured entities, with an expansive global network serving clients in more than 70 countries. The Crawford Solution (TM) offers comprehensive, integrated claims services, business process outsourcing and consulting services for major product lines including property and casualty claims management, workers compensation claims and medical management, and legal settlement administration. The Company`s shares are traded on the NYSE under the symbols CRD-A and CRD-B.
Perk Labs is helping restaurants transition to the digital economy through its Perk Hero platform. With Perk Hero, restaurants can offer guests digital dine-in, mobile ordering, and loyalty rewards - all at an affordable price. Perk is expanding across...