Interested in exhibiting at Business Solutions 2012? Click here for more information.
Technology Expo Exhibitors
The following firms will be exhibiting at FPA Business Solutions 2012:
Advisor Products, Inc.
333 Jericho Turnpike, Suite 333
Jericho, NY 11753
Phone: 516.333.0066
Website: http://www.advisorproducts.com
Advisor Products is a leading financial services client communications and marketing company, serving independent financial advisors. If you want a great website, newsletter or brochure, you'll love us. Our technology and personal service is superb because we don't settle for less.
Advisor Software, Inc.
2175 North California Blvd., Suite 400
Walnut Creek, CA 94596
Phone: 925.299.7782
Fax: 925.962.0658
Website: http://www.advisorsoftware.com
AssetBook, LLC
1550 Deep Creek Drive, Suite B, C, D
McHenry, MD 21541
Phone: 301.387.3238
Website: http://www.assetbook.com
AssetBook is a flexible, dynamic portfolio management and reporting platform for advisors looking to minimize administrative demands and maximize their client interaction. AssetBook provides advisors with a combination of web based software and personalized service.
Charles Schwab Advisor Services
211 Main Street
San Francisco, CA 94105
Phone: 877.687.4085
Website: http://www.schwabinstitutional.com/public
For more than 20 years, Charles Schwab & Co., Inc. (Schwab), has been supporting RIAs. As a leading provider of custody, trading and support services, Schwab works closely with RIAs to help them serve their clients.
Cole Real Estate Investments
2575 E. Camelback Road, Suite 500
Phoenix, AZ 85016
Phone: 602.778.8700
Website: http://www.colecapital.com
Founded in 1979, Cole Real Estate Investments is one of the most active acquirers of core real estate assets, managing one of the country's largest portfolios of retail properties. Cole primarily targets net-leased single-tenant and multi-tenant retail properties under long-term leases with high credit quality tenants, as well as single-tenant office and industrial properties, using a conservative investment and financing strategy. At the end of 2011, Cole-related entities owned and managed more than 1,600 properties representing approximately 59.6 million square feet of commercial real estate in 47 states with a combined acquisition cost of nearly $10 billion.
Curian Capital
7601 Technology Way
Denver, CO 80217
Phone: 877.847.4192, x52930
Website: http://www.curian.com
Curian Capital, LLC is an industry leading provider of institutional asset management portfolios, integrated back office technology and capital enhancement programs. Curian's solutions are designed to enhance RIA excellence through improved efficiency and profitability.
DundeeWealth US
1160 West Swedesford, Suite 140
Berwyn, PA 19312
Phone: 610.727.0019
Fax: 610.640.2933
Website: http://www.dundeewealthus.com
DundeeWealth US is a division of DundeeWealth Inc., one of Canada's largest investment firms, and a member of the Scotiabank Group. We offer investment strategies in separate accounts and mutual funds to institutional investors and financial advisers.
Equity Advisor Solutions
1700 Broadway, Suite 2120
Denver, CO 80290
Phone: 720.583.8833
Website: http://www.equityadvisorsolutions.com
Equity Advisor Solutions provides custody and back office solutions to RIA's, Hybrids, TAMP's, Broker Dealers and more. We specialize in custody of all assets (including alternatives) and will provide the technology for trading, reporting and billing solutions. Contact us at www.equityadvisorsolutions.com or call 877-819-8918.
Finance Logix
5151 E. Broadway Blvd., Suite 620
Tucson, AZ 85711
Phone: 800.557.1780
Fax: 520.882.8082
Website: http://www.financelogix.com
Finance Logix is an innovative technology firm that provides customized end-to-end financial planning and client management solutions for leading financial services institutions and independent advisors. Since 1998, Finance Logix has created financial planning technology helping users to easily identify client requirements and needs, quantify future goals, and return the most tailored, realistic, and achievable plan of action.
Fiserv
255 Fiserv Drive
Brookfield, WI 53045
Phone: 262.879.5000
Website: http://www.fiserv.com
Fiserv is a leading global provider of information management and electronic commerce systems for the financial services industry, providing services that create value and results for our clients. Fiserv drives innovations that transform experiences for more than 16,000 clients worldwide.
Genworth Financial Wealth Management
2300 Contra Costa Blvd., Suite 425
Plesant Hill, CA 94523
Phone: 925.521.2703
Website: http://www.genworthwealth.com
Genworth Wealth Management provides independent financial advisors innovative solutions for building their practices, allocating investors' assets, and managing customer relationships. With over 6,000 advisor relationships on our platform, we understand how you do business, and we are committed to helping you achieve even greater success.
Insurance Technologies
2 South Cascade Avenue, Suite 200
Colorado Springs, CO 80903
Phone: 719.442.6400
Website: http://www.insurancetechnologies.com
Insurance Technologies provides innovative sales automation solutions to the financial services industry. Our products ForeSightTM (illustration), VisibleChoice® (annuity product comparison) and FireLight® (electronic fulfillment) supply Carriers, Broker Dealers and Advisors the accurate tools needed to automate and accelerate the sales process allowing more time to develop new sales opportunities. To learn more visit www.insurancetechnologies.com or www.visiblechoice.com.
iShares
525 Washington Boulevard, Suite 1405
Jersey City, NJ 07310
Phone: 800.474.2737
Website: http://www.iShares.com
In a world that is changing faster than ever before, investors who want answers that unlock opportunity and uncover risk entrust their assets to BlackRock. BlackRock has built its offering around its clients' greatest needs: providing breadth of capabilities - and depth of knowledge - across active and passive strategies, including iShares® ETFs.
Laserfiche Document Management
3545 Long Beach Boulevard
Long Beach, CA 90807
Phone: 562.988.1688
Fax: 562.988.1886
Web site: http://www.laserfiche.com
Laserfiche software includes document imaging capabilities that enable advisory firms to go paperless and records management automation that lowers the cost of complying with multiple state, SEC and FINRA regulations-all while accelerating business processes and making staff more efficient.
McGraw-Hill Financial Communications
111 Huntington Avenue
Boston, MA 02199
Phone: 857.383.5700
Web site: http://www.visitfc.com
McGraw-Hill Financial Communications (MHFC), a division of S&P/Cap IQ, is a leading provider of investor education, marketing, and communication solutions for financial services firms. The company's solutions combine content, delivery, and industry expertise with the latest in digital best practices.
MoneyGuidePro
1588 Oakbridge Terrace
Powhatan, VA 23139
Phone: 800.841.5312
Website: http://www.moneyguidepro.com
MoneyGuidePro:G3 will be the third generation of the leading financial planning software. MGP:G3 will have the ability to adapt to you and make it easier to provide sophisticated planning to every type of client. It's smarter. It's easier. It adapts to you.
Orion Advisor Services
4020 S. 147th Street
Omaha, NE 68137
Phone: 402.496.3513, ext. 7332
Website: http://www.orionadvisor.com
Orion Advisor Services empowers advisors with a comprehensive portfolio accounting service bureau. Services include portfolio accounting, trading, advisory fee billing, & performance reporting delivered through innovative web based portals and branded mobile apps.
Pershing, LLC
One Pershig Plaza
Jersey City, NJ 07399
Phone: 800.445.4467
Website: http://www.pershingadvisorsolutions.com
Redtail Technology
11285 Pyrites Way, Suite B
Gold River, CA 95670
Phone: 800.206.5030
Website: http://www.redtailtechnology.com
Redtail offers CRM, Imaging, Email and Mobile solutions to help advisors meet their day-to-day business challenges. Designed specifically for advisors, Redtail provides the core technologies necessary to build a systematized and compliant practice. Redtail also offers integration with many of the most widely used industry applications, making advisors' jobs easier.
Scottrade Advisor Services
P.O. Box 31565
St. Louis, MO 63131-0565
Phone: 866.306.7135 / 314.835.3045
Website: https://advisor.scottrade.com
Scottrade Advisor Services provides institutional trading services for Registered Investment Advisors. Low commissions and no minimum asset requirement make Scottrade Advisor Services an exceptional value. RIAs also receive service through dedicated relationship teams and local branch offices that provide support without competing with your business.
Smarsh
921 SW Washingtin Street, Suite 540
Portland, OR 97205
Phone: 503.946.5970
Website: http://www.smarsh.com
Smarsh® provides hosted solutions for archiving electronic communications, including email, instant messaging and social media platforms such as Facebook, LinkedIn and Twitter. Founded in 2001, the company helps organizations manage and enforce flexible, secure and cost-effective compliance and records retention strategies.
SunGard
104 Inverness Center Place
Birmingham, AL 35242
Phone: 800.825.2815
Website: http://www.sungard.com
SunGard's WealthStation provides financial planning and mobile tools that help advisors increase productivity and enhance client communication and collaboration. With WealthStation, advisors can focus on the most important part of their business: client relationships. Visit us at the FPA in the technology lab or SunGard's booth.
Tamarac, Inc.
811 First Avenue, Suite 340
Seattle, WA 98104
Phone: 206.525.8811
Fax: 206.428.4687
Website: http://www.tamaracinc.com
Tamarac provides an integrated, web-based suite of portfolio and client management software and outsourced services to over 500 RIA firms that collectively manage over $250B in assets. RIAs utilizing Tamarac's platform range in size from managing less than $10M in assets to well over $10B.
TD Ameritrade Institutional
1 Plaza Four A
Jersey City, NJ 07311
United States
Phone: 800.934.6124
Web site: http://www.tdainstitutional.com
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 independent Registered Investment Advisors. We deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind - impeccable service. Learn more at www.tdainstitutional.com or 800-934-6124.
TIAA-CREF
730 Third Avenue
New York, NY 10017
Phone: 212.916.6400
Website: http://www.tiaa-cref.org
We are a leading provider of 403(b) retirement plans dedicated to serving the retirement needs of those in the academic, medical, cultural and research fields. We are committed to seeking consistent, long-term performance and solid returns and we keep our fees low to help our participants maximize their investments and ensure more of their money is working hard for them.
Zywave, Inc. (formerly EISI)
500-330 St. Mary Avenue
Winnipeg, MB R3C 3Z5 Canada
Phone: 888.692.3474
Website: http://www.eisi.com
Zywave (formerly EISI) developer of NaviPlan and Profiles financial planning software is a proud FPA Affinity Partner. The company offers the broadest selection of needs analysis and financial planning tools in North America. Visit http://www.eisi.com/_ns/FPA/default.shtml to learn more.
