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"In addition to an excellent technology partner, we wanted to work with a firm that had specific experience in the Finance industry. A partner that could navigate compliance, returns data, and most importantly – provide the best possible experience to advisors and investors."
"We wanted a provider who not only had experience in this space, but actually had the full solution of both the CMS and Fund Center, so we could achieve the delivery and the deadline we had."
Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and …
Investis Digital is an award-winning global digital communications company. Founded in 2000, the company combines effective storytelling and engaging digital experiences with world-class performance marketing and cutting-edge technology to help …
Netmera is an integrated customer engagement marketing platform, helping brands to acquire, convert, and retain their users across mobile, web and other platforms. Their superior segmentation/targeting, multi-channel interaction, artificial intelligence, …
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