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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
Manheim Financial Services is a Atlanta, GA-based company in the Financial Services sector.
NorthWest International Healthcare Properties REIT is an unincorporated, open-ended real estate investment trust focused on high quality international healthcare real estate.
SimpleNexus is the leading digital mortgage platform for loan officers, borrowers and real estate agents. The best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents from anywhere, allowing all parties to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing and send pre-approvals — all on the go. SimpleNexus connects your loan originators with their borrowers and real estate partners to deliver a measurable return on investment by reducing turn times, increasing loan application submissions and delivering more referral business.
EquiLend's original business plan in 2001 called for providing statistically meaningful industry benchmarks and market data. At that time, no such offering was prevalent in the industry. Since then, the data services market has proven that a demand exists for these products and services. Ten years later, EquiLend initiated the build for a securities finance market data business. By the end of 2011, a raw data feed and graphical user interface were complete. These two products were introduced to an initial test group from our client base and produced a positive response. DataLend has continued to fine-tune its service offering based on user feedback, client needs and market demand, and since going live in January 2013 has brought on more than 30 clients.