Institutional Innovators

  • AdvisorEngine

    http://www.AdvisorEngine.com

    AdvisorEngine, a pioneer in digital wealth management technology, was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. AdvisorEngine integrates online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides a fully customizable robo-advisor, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. AdvisorEngine helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was started in 2014 by a team of experienced and creative financial and technology executives including Richard Cancro, Alexey Sokolin, David Scalzo, Vladimir Baranov. More information about the firm, which is headquartered in New York, is available at www.AdvisorEngine.com.

    Read More
  • AutoGravity Corporation

    http://www.AutoGravity.com

    AutoGravity technology is revolutionizing the digital car-buying experience. Harnessing the power of the smartphone, AutoGravity's award-winning platform empowers car shoppers with transparency, convenience and speed. Based in Irvine, California, AutoGravity partners with the world's leading banks and financial services companies to give car buyers direct control over how they finance or lease their cars, while connecting them to a nationwide network of trusted car dealerships. Available on iOS, Android and Web, AutoGravity provides car buyers with up to four tailored loan or lease offers in minutes.

    Read More
  • Backstop Solutions Group

    http://www.backstopsolutions.com/

    Backstop Solutions Group is a leading provider of cloud-based productivity solutions for the institutional investment community including consulting firms, pensions, private equity firms, hedge funds, fund of funds, family offices, wealth management practices, endowments, foundations, trusts, and insurance companies. Founded in 2003, Backstop created the industry’s first cloud-based software that empowers firms in the investment management industry to adapt to change and overcome complex issues. With offices across the United States and in Europe and Asia, Backstop now serves over 750 firms worldwide, making it one of the fastest growing software providers in the financial services industry. Backstop's suite of offerings helps institutional investment firms get the most out of every minute by providing cloud-based systems that empower clients to adapt quickly to complex operational challenges. As the investment industry has grown in size and complexity, Backstop has evolved to support the entire lifecycle of institutional investments, allowing its clients to achieve greater productivity and value by centralizing and streamlining many of their operational needs and data. The Backstop Suite helps our fund manager clients strengthen their relationships with investors and interact with their many service providers while also maintaining their ability to adapt to the ever-evolving regulatory landscape. Allocators use these same components of the suite in addition to Backstop’s research and portfolio management features to make better investment decisions and accurately account for their investment activity. The suite includes: Backstop CRM - Backstop's powerful contact relationship management features provide the ideal foundation to manage the complete investor lifecycle and the potentially complex relationships that impact these efforts. Backstop is the go-to system for fund marketers to raise and retain assets by managing investor pipelines and KYC profiles; investment and compliance documentation; notes, meetings, calls, and e-mail communications - all in a centralized system that can be securely accessed by distributed, global teams. Backstop IR - Backstop’s investor relations and account management tools enable users to track and report on investor activity; calculate individual performance and complex liquidity; produce and distribute investor statements, call notices and compliance affirmations. Upload data from a third party administrator or use Backstop Investor Accounting to calculate investor allocations and ensure protected access to detailed investor account histories. Backstop Research - Backstop’s research management tools provide some of the world’s largest asset owners and consultants a complete research and due diligence solution, combining qualitative, quantitative and subjective data tracking tools; document management; manager, fund and vendor profiling; statistical analysis; exposures and benchmarks all in one package. Our asset owner clients centralize their entire manager research and interactions within Backstop and represent well over $1 trillion. Backstop Portfolio - Backstop’s portfolio management features allow asset owners to centralize holdings in institutional investments, including capital-call structured funds (PE, Venture, Real Estate, etc.) on a single platform. Backstop provides accurate valuation, liquidity and commitment tracking alongside quantitative and qualitative research profiles. These features also use transaction and valuation histories to calculate actual performance statistics and aggregate exposures based on the portfolio weightings of the underlying managers. Backstop Portal - Backstop provides a single point of entry and administration to streamline communications through direct email messaging as well as posts to your Backstop Portal. Client and prospect access to documents is a standard feature, but Backstop’s Portal also allows the viewing of in-page data, charts and downloadable tables to enable your clients to easily use the data in their own systems. Backstop Accounting - Backstop Investor and Portfolio accounting features allow users to manage any manner of pooled investments from onshore funds with side pockets and lot level details, to offshore funds with multi-currency share classes and series or equalization, each with their own fee structures. Backstop Accounting captures all capital transactions, including subscriptions, redemptions, dividends, transfers, assignments, and rollups.

    Read More
  • Chart IQ

    http://chartiq.com

    ChartIQ is the first and only professional-grade charting and technical analysis solution that works seamlessly across desktop, web, tablet and smart- phone. More than just another charting tool, ChartIQ is a developer-friendly financial visualization engine built using a highly robust and proprietary API, and delivered as a simple SDK file.

    Read More
  • Laurel Road

    http://www.laurelroad.com

    FDIC-insured and established in 2006, Laurel Road Bank has helped tens of thousands of professionals with graduate and undergraduate degrees across the country to refinance and consolidate over $3 billion in federal and private school loans, saving these borrowers tens of thousands of dollars each, on average.

    Read More
  • OpenFin

    http://www.openfin.co

    At OpenFin, we’ve built the operating system of finance to modernize desktops and accelerate innovation. Our mission is to provide a unifying foundation for the next generation of financial industry applications. Launched in 2010, OpenFin OS is now used to deploy hundreds of industry apps to over 400 sell-side and buy-side firms.

    Read More
  • Pri-Num Ltd.

    http://pri-num.com

    Pri-Num’s Digital Enablement Platform (Pri-Num DE Platform) is a comprehensive software solution that supports a wide range of contactless digital wallet services and works seamlessly with any payments sheme and with any mobile technology, which supports industry standards and security requirements.

    Read More
  • USAA

    http://www.usaa.com

    USAA skill for Amazon Alexa

    Read More
  • West Loop Ventures

    http://westloopventures.com

    West Loop Ventures is a firm specializing in early round B2B Fin Tech investment where customers are institutional.

    Read More
  • Zenmonics

    https://www.zenmonics.com/

    Zenmonics is a global provider of omnichannel software that supports all channels in a financial institution on a single platform. The company is committed to transforming the financial industry to ensure that financial institutions stay continuously engaged with their customers.

    Read More