Advanced Technology Experience to Support Your Evolving Business
Backed by world-class technical, delivery and support experts
Technology Knowledge that Never Sleeps
From integration and cloud extensions to digital transformation and intelligent automation, our technology expertise is constantly evolving to capture the power of emerging advances and to support today’s requirements as well as future initiatives.
Here are just a few examples of our technology experience:
Integrations
- Clearing and custodian services - First Clearing / Wells Fargo
- Advisor platforms/solutions - Orion Advisor Technology, ADVIZR, Rightbridge, Firelight
- Data aggregation and financial reporting - Broadridge Investigo
- AWS Microservice integration
- e-Signature solutions - SIGNiX
Digital Transformation
- Legacy and core system architecture
- Instance health checks and remediation
- Salesforce implementation services
Cloud Platform Extensions & Integrations
- Azure
- Amazon Web Services (AWS)
- Heroku
Intelligent Innovation
- Artificial intelligence (AI)
- Einstein AI and data analytics
- Salesforce implementation services
- Machine learning (ML)
Finity360 Product Suite Integrations
- Finity360 Docs, a FINRA-compliant document management system
- Finity360 Recovery, a cloud-based digital data backup and recovery solution
- Finity360 BULK Loader, a Salesforce-based ETL
- Finity360 Analytics, a cloud-based data warehouse that aggregates data into Salesforce
ISV Relationships
- Sycamore Company – RIA and broker-dealer platform
- SIGNiX – digital signatures
- Amazon Web Services (AWS) – data warehouse, microservices
- QUODD Financial – market data
