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AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.
The traditional model of reward programs has remained unchanged since the 1970s . . . providers sourced preferred relationships with category vendors, offering limited product selection and putting customer choice as a secondary priority. We are changing everything. Our paradigm shifting philosophy to loyalty reward programs propels the industry into a new era, delivering the ultimate experience to the consumer. With rewards programs, points are tomorrow’s currency. Making customer choice a foremost priority, Bridge2 Solutions partners directly with retailers to bring the most innovative user experience to market. These direct relationships allow for when-I-want-it delivery via the channel of the consumer`s choice. If a consumer wants a new television in time for tomorrow`s big game, he can order it online via his reward points, and drive to the local retailer for same day, no-hassle pickup. If a traveler wants new brand-name luggage for that trip of a lifetime, he`ll find it through our wholesale partners for 30% less than other major Internet retailers. With options such as in-store pickup, mobile redemption, unlimited access to the latest and greatest products, real-time pricing and the ability to promote location-based-services, retailers and financial institutions can build relationships with their loyalty program customers like never before. And Bridge2 Solutions allows them to do it better and more economically than any other program on the market. In short, we offer your program participants the ultimate shopping experience at the highest value for a true wholesale experience, making their reward points more beneficial than ever before.
Analyst Hub is an Independent Research Provider (IRP) Infrastructure Platform, headquartered in New York. Analyst Hub offers high quality sell side research analysts and data providers a path to owning their own business with a turn key solution. Our relationships provide sales and corporate access to relevant buy-side wallets, providing compliance and all the tools you need to start and own your own business. Our platform provides: Compliance & Legal Oversight Institutional Publishing Leading Market Data Providers Institutional CRM CCO Support & SA Review Branding & Legal Business Formation Technology Platform & Support Accounting Services HR & Payroll Management There are several macro challenges facing the sell side Wall Street Research market today including the post-financial crisis compliance culture where a “one-size fits all” approach is no longer acceptable. This is met with our customized compliance policies and procedures that are created at the highest standard based upon the strictest customer requirements. At Analyst Hub, we recognize talent and passion, and work hard to provide you the opportunity to pursue owning your own business that is both exciting and financially rewarding in a solution institutional buy side clients are asking for. Our independant model is predicted to be one of the only growing areas of sell side research in the MiFID II world, giving you the opportunity for growth in a no-growth environment.
Ft Interactive Data is a Boston, MA-based company in the Financial Services sector.
American National Investments is a San Diego, CA-based company in the Financial Services sector.