Alphix Solutions is the marketing technology arm of Fundamental Group. Specifically developed for the investment management industry, Alphix Solutions is an award-winning marketing intelligence suite that combines unparalleled sector-specific data with true transparency and rapid AI-powered activation.

Learn More:  https://alphix.com/

part of Fundamental Media Group: www.fundamentalgroup.com

Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management firms grow. We provide communications, technology, data and analytics that help enrich engagement, navigate risk, optimize efficiency and drive revenue growth. We process $5 trillion in fixed income and equity trades daily, manage shareholder voting in 90 countries and deliver essential communications for 5,000 brands. From our unique vantage point, working side by side with our clients, we help businesses get ahead of today’s challenges and capitalize on what’s next.

Learn More:  www.broadridge.com

ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking.
We do this by synthesizing vast quantities of collective firm intelligence and market data, dramatically accelerating the productivity of financial services professionals.

Learn More:  http://forwardlane.com/

Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out, without the salesperson’s help. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete.

Hey DAN is also the only voice to CRM solution that passes all security requirements within the asset management industry.

Beyond CRM entry, Hey DAN has built a sterling reputation for low-cost, high quality data management solutions. From expense entry to data scrubbing, list building and data mining, Hey DAN does the work behind the scenes so your sales team and support staff can work on high value tasks resulting in a phenomenal ROI.

Hey DAN was founded in 2006 specifically to support the asset management industry. It has since launched its own nonprofit foundation helping deliver relief to the poorest of the poor around the globe. To learn more visit http://www.feathersproject.org/

Learn More:  https://heydan.ai/civicom/

Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business.

 Through its industry-leading combination of proprietary and integrated datasets, in-depth global research and reliable executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. The ISS MI group includes the industry-leading data platforms Simfund, BrightScope, Local Market Share, and Financial Clarity, as well a full collection of global research and analytic services including Investor Economics, Market Metrics, and Plan for Life.

Learn More:  https://www.issgovernance.com/si-joins-iss/

Kyloe is a software provider with an exclusive focus on Salesforce solutions for Asset Managers.

Kyloe’s offerings include end-to-end Salesforce overlays and modules for Institutional and Intermediary Distribution Sales and Marketing, as well as pre-built Salesforce integrations for many of the leading data providers servicing the Asset Management Industry. Our team has been delivering Salesforce solutions since 2004 for many of Salesforce’s leading financial services clients.

Learn More:  www.kyloe.digital

SalesPage Technologies partners with asset managers worldwide to enable data-driven distribution by mastering data, integrating intelligence, and building solutions that help achieve your business objectives. Asset managers must rely on data they receive from a myriad of sources at different times in numerous formats to provide insight into a variety of business lines. Ultimately, this information must be synthesized and integrated seamlessly with CRM, analytics, and BI tools, and your firm’s internal proprietary data to enable asset managers to make intelligent, value-driven decisions firmwide. SalesPage is the catalyst that makes that transformation possible. Excellence in client service, deep industry knowledge, technical strength, and extraordinary teamwork are what have defined us for over 40 years. As the industry continues to evolve, SalesPage is adapting continuously to new challenges, embracing innovation, and staying ahead of emerging trends to ensure we remain leaders in our field.

Learn More:  https://www.salespage.com/

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