Cutter Wealth Meeting

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $46 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. We serve clients globally with more than 1,200 employees in 11 regional offices. (As of Q2 2022)

Envestnet® | Yodlee® is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Our platform has proudly fueled innovation financial institutions (FIs) and fintech for over 17 years ultimately helping consumers get better lending rates, lower fees, higher returns, and more. We partner with more than 1,100 financial institutions and fintech innovators, including 13 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services. Notably, 70% of the financial data is gathered via structured data feeds with financial institutions. The power of Envestnet | Yodlee and our unique point of difference begins with the massive scale of financial data within our platform which is utilized to fuel Envestnet | Yodlee’s Data Intelligence capabilities. Our unique point of difference also extends to Envestnet | Yodlee’s bank-level security, 80 issued patents, best-in-class data from over 18,000 sources, and our formal agreements with leading financial institutions for responsible and secure management and exchange of data.

Headquartered in Los Angeles with global presence, InvestCloud is a Digital Platform offering first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Today the InvestCloud platform supports over US$1.7 trillion of assets across 700 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.

Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North America. In 2018 we combined this experience with major investments in technology and leadership to address the most pressing problem of many wealth advisors - the ability to power a new generation of digital wealth technology with efficiently managed high-quality data. Today, we are a rapidly growing financial services technology company with over $250B in aggregation trusted by the most important private banks, advisors and families in the world.

With over 90% of the account information we aggregate in the portfolios of families with more than $30MM, we have a deep understanding of the challenges these clients face. Because we use an Accounting-Based approach to aggregation that transactionalizes every datapoint we are able to handle complex ownership structures and instruments easily. Our service model is also a critical differentiator including dedicated support from trained financial analysts and the ability to customize almost any element of your data. Today, PCRs award-winning wealth information management platform, combines data aggregated from more than 400 custodians with alternative transactions curated from the investor communications of almost 4,000 managers.

Quovo is a data platform that provides account connectivity and insights for a smart, seamless wealth management experience. The company’s technology retrieves, organizes, and analyzes the data held in millions of consumer financial accounts across more than 14,000 different institutions to provide financial advisors with actionable insights. Quovo’s coverage not only includes a wide range of institutions but also the full breadth of financial account types. Leading portfolio software management firms, including Orion and Black Diamond, partner with Quovo to offer their advisors the technology to deliver holistic financial advice and prospect more effectively.

Satuit Technologies, Inc. is the premier provider of CRM, Client Reporting and Portal software solutions for Wealth Management, Institutional Asset Management, Hedge Funds, and Private Equity. Satuit Technologies software provides support for sales, lead management, deal flow, client service, retention, compliance and client reporting. The firm has over 20 years of experience providing clients across the globe with SatuitCRM and SatuitCRA, Client Report Automation and Investor Portal.

SimCorp Coric is a best-in-class enterprise client communications and reporting solution for private wealth and institutional asset management firms to automate their end-to-end reporting processes and enhance client service. The solution integrates with virtually any investment management solution, drawing data from any source into a consistent and transparent form across all client communications. SimCorp Coric is fully owned by SimCorp, a leading provider of integrated investment management solutions for the global financial services industry, listed on NASDAQ Copenhagen.

SS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business, minimize risk, and thrive. The Advent Investment Suite (AIS) is specifically designed for firms looking to expand into new markets, new regions, and new lines of business with one fully integrated, end-to-end solution. Built to support investment managers, the Advent Investment Suite offers customized and complex portfolio management at scale, rebalancing, trading, compliance, multi-currency accounting, reporting, and performance. Today, AIS is available in the cloud through Advent Managed Services, along with a customizable menu of operational services for clients to leverage.