FIS Global

FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities, and domain expertise, FIS serves more than 20,000 clients. 

PlanTech Hub

Based in Richmond, VA, PlanTechHub is committed to the global democratization of human-led financial advice, offering innovative financial planning tools centered on our revolutionary scenario-based modeling. 

SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure. The firm also manages SMArtX, SS&C Advent's fully integrated UMA platform available to Axys, APX, and Black Diamond clients. 

Orion Advisor Tech

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success.