Current Alliances

Amdocs provides integrated customer management that unites all business processes. Its integrated approach synchronizes service and support, billing and settlement, marketing and analytics, sales and order, and delivery and fulfillment, all of which enable clients to realize long-term opportunities and customer profitability.

Since its founding in 1973, Boston Financial Data Services has become one of the most successful third-party providers of transfer agency, intermediary services and other services in the mutual fund industry. Today, the company provides transfer agency services for 145 fund companies, representing more than 5,500 funds, 21.5 million investors and $760 billion in assets.

Convergys Corporation is the global leader in integrated billing, customer care and employee care services. Its solutions are supported by fully integrated, multi-channel customer contact centers and state-of-the-art data centers. Convergys helps its clients better understand their customers, and increase their efficiency and profitability.

For over 20 years, DST International has concentrated on the development and implementation of 'best of breed' asset management and work management systems. These systems, which are installed in over 600 of the most prestigious names in the industry and 55 countries, satisfy all the functions and facilities required by fund managers, dealers, settlement staff, custodians and record keepers.

DST Systems provides sophisticated information processing and computer software services and products that help clients improve productivity, increase efficiencies, and provide higher levels of customer service. DST operates one of the most advanced data centers in the world, which provides information-processing services to support the products within each operating segment. These products are further enhanced through the integration of DST's advanced technology and e-commerce solutions.

VeriSign, Inc. delivers critical infrastructure services that make the Internet and telecommunications networks more intelligent, reliable, and secure. Every day, VeriSign helps thousands of businesses and millions of consumers to find each other, and to connect, communicate, and transact with confidence.

Accenture is the world's leading management consulting and technology services organization. Through its network of businesses approach – in which the company enhances its consulting and outsourcing expertise through alliances, affiliated companies and other capabilities – Accenture delivers innovations that help clients across all industries quickly realize their visions.

Chase Paymentech Solutions is North America’s largest transaction processor for businesses accepting payments via point-of-sale, hospitality, Internet, and recurring billing for merchants of all sizes and industries. In 2005, Chase Paymentech processed approximately 15.5 billion transactions and more than $560 billion in annual bankcard volume.

The Educated Investor family of products are published by Precision Information, LLC (PI), a leading provider of interactive financial education products to financial service firms and millions of individual investors. PI's customers benefit from the company's proprietary database of more than 2500 pages of articles, tutorials, definitions, and quiz questions. Industry leaders rely on Precision Information to provide accurate, reliable, unbiased, engaging and easy-to-use NASD-compliant material through web, print, and software applications.

Rapid Solutions Group (RSG) is a leading digital communications company. Serving companies in the financial and healthcare industries, Rapid Solutions Group designs and delivers high impact communications. Leveraging advanced digital technology, combined with application development, graphic design, digital and offset print and fulfillment expertise, we provide our customers end-to-end communication solutions. Strategically located production facilities in New York, California, Illinois and Missouri provide unparalleled speed of delivery while ensuring real-time disaster recovery.

SunGard is a global leader in integrated software and processing solutions, primarily for the financial services industry.  SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business by striving to be the most efficient operator of resilient IT solutions.

Thomson Transaction Services, a division of Thomson Financial, is one of the largest securities data-processing firms in the country. Headquartered in Milwaukee, Wisconsin — with 600 employees and offices in New York, San Francisco, London and Hong Kong — we provide our customers with the tools they need to succeed in the ever-evolving brokerage industry. What truly sets Thomson Transaction Services apart from other securities data processing providers is a collective wisdom: our real brokerage experience and sophisticated computer processing expertise mean practical solutions designed to fit the way our customers do business.

Strategic Products Group (SPG) is a consulting firm that specializes in providing consulting services to the utility industry.