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Founded in 1999, ByAllAccounts delivers reconciliation-ready data to investment management and advisory firms. Using innovative expert system technology, we provide an unparalleled access to financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting.

Founded in 1900, Mergent operates the longest continuously collected database of: descriptive and fundamental information on domestic and international companies; pricing and terms and conditions data on fixed income and equity securities; and corporate action data. In addition, Mergent develops and licenses equity and fixed income investment products based on its proprietary investment methodologies. Mergent-licensed products have over $3.5 billion in assets under management and are offered by major investment management firms.

* Note: The Wealth Vue [DATA] platform is able to accommodate fully custom reporting and our professional services group has extensive experience in building reports that are designed to an advisors specific requirements.

BaySys Technology was one of the first firms to offer outsourced data management for portfolio management systems. Having over 20 years of experience working with advisors, BaySys specializes in data management/reconciliation, custom reporting, automation and custom development. BaySys also creates other ancillary products to help firms leverage their investment in their portfolio management system, such as billing, rebalancing, performance validation and other utility programs to help firms manage their practices more effectively.

OpenCompany is the leading open disclosure network for earnings and corporate information. Its members are a consortium of industry organizations and leaders dedicated to rebuilding market confidence through communications. It is a standards-based, information environment and distribution system that is open to any interested party. Shareholder.com launched it in June 2002.

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