Membership is offered to Retail and Institutional Asset Management firms at the firm level only. Once a firm joins, any employee from that firm can participate in the SME Forum. See the Member Directory for a complete list of our nearly 600 members representing these firms and more. Join a Discussion, reach out to them directly, or let us introduce you to anyone you think would be of help to you and your organization. It’s all part of membership!
- Aite-Novarica Group
- AllianceBernstein/AB Global
- Allspring Global Investments
- American Century Investments
- AMG Funds
- Amundi Pioneer Investments
- AQR Capital Management
- Aristotle Capital Management
- Artisan Partners
- BNY Mellon Asset Management
- BNY Mellon GCM
- Brookfield Asset Management
- Calamos Investments
- Capital Group
- Charles Schwab Investment Management
- Cohen & Steers
- Davis Advisors
- Diamond Hill Investments
- Dreyfus Investments
- Eaton Vance
- Federated Hermes
- First Eagle Investment Management
- Franklin Templeton Investments
- Goldman, Sachs & Co
- GQG Partners
- Harbor Capital Advisors
- Income Research Management
- Invesco Global Asset Management
- Janus Henderson Investments
- John Hancock
- JP Morgan Distribution Services
- Lazard Asset Management
- Lord Abbett
- Macquarie Investment Management
- Mainstay Investments
- MFS Investment Management
- Natixis Advisors
- Neuberger Berman
- New York Life Investment Management
- Pacific Global Asset Management
- Principal Funds Distributor
- Prudential Global Investment Management
- Putnam Investments
- Russell Investments
- State Street Global Advisors
- T. Rowe Price
- Thornburg Investment Management
- Touchstone Investments
- Van Eck Global
- VOYA Funds
- William Blair
Our Vendor Partners are not simply paying sponsors as you might find at other organizations. No! Each of these are member-recommended solution partners who share their wealth of knowledge and experience from both within and outside our industry. We treat them as full and equal members and strongly encourage you to reach out them for help, guidance, insights, and experiences. You will find evidence of that in many of our presentations, studies, discussion boards and other materials. Likewise, always feel free to have the SME Forum help you consider who to reach out to for your particular needs and we can act as a neutral third party until you are ready to engage directly. It’s all part of membership!
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management firms grow. We provide communications, technology, data and analytics that help enrich engagement, navigate risk, optimize efficiency and drive revenue growth. We process $5 trillion in fixed income and equity trades daily, manage shareholder voting in 90 countries and deliver essential communications for 5,000 brands. From our unique vantage point, working side by side with our clients, we help businesses get ahead of today’s challenges and capitalize on what’s next.
The Source for Institutional Intelligence
eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets.
ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking.
We do this by synthesizing vast quantities of collective firm intelligence and market data, dramatically accelerating the productivity of financial services professionals.
Hey Dan (Civicom)
Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out, without the salesperson’s help. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete.
Hey DAN is also the only voice to CRM solution that passes all security requirements within the asset management industry.
Beyond CRM entry, Hey DAN has built a sterling reputation for low-cost, high quality data management solutions. From expense entry to data scrubbing, list building and data mining, Hey DAN does the work behind the scenes so your sales team and support staff can work on high value tasks resulting in a phenomenal ROI.
Hey DAN was founded in 2006 specifically to support the asset management industry. It has since launched its own nonprofit foundation helping deliver relief to the poorest of the poor around the globe. To learn more visit http://www.feathersproject.org/
For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier for organizations to do business and innovate by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services, Business Process Consulting, and Custom Application Development, AKA combines industry and technical expertise, proven methodologies, and world-class consulting to help financial services firms achieve their goals and turn their vision into reality. Our Financial Services team—each with decades of experience—has worked closely with more than 125 clients in asset management, wealth management, hedge funds, private equity, insurance, and more to digitally transform their businesses. The company is headquartered in New York, NY.
Institutional Shareholder Services
Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers…
Kyloe is a software provider with an exclusive focus on Salesforce solutions for Asset Managers. Kyloe’s offerings include end-to-end Salesforce overlays and modules for Institutional and Intermediary Distribution Sales and […]
MarketBridge is the leading provider of rapidly scalable, innovative go-to-market solutions for Marketing, Sales and CX leaders. With over 25+ years working with financial services clients, we know effective data-driven […]
Mertius Business Solutions, Inc.
Meritus focuses on large, enterprise-sized, complex engagements with strategic customers in Financial Services, Healthcare, and Manufacturing. Co-Founders, Barney Holmes and Bill Zarbock have more than 40 combined years of CRM and business process experience. We were Infor CRM Partner of the year in 2016, 2017 and 2020 and are a top-tier Creatio partner (formerly bpm’online).
Founded in 2010 and headquartered in Bedminster, New Jersey. Meritus has built a reputation for time-to-value delivery and high levels of customer satisfaction. End users are at the heart of our delivery and service processes.
We have the largest and most tenured team of certified Infor and Creatio employees. We hire skilled Software Engineers and train them on supported CRM product suites and our unique service methodologies. Each consultant is degreed with at least five years of applicable business experience.
For large customers, consultant teams cross-train to learn their implementations, organizational and business processes. Our focused service offerings include; Customer Relationship Management (Infor CRM and Creatio), Mobile Solutions, Business Process Management and Workflow Automation, Service Integration, Big Data/Data-Driven processes and Machine Learning/Artificial Intelligence.
Meritus blends elements from Agile and Waterfall methodologies. We have found that this approach lowers overall delivery costs, reduces future rework and provides insight into end-state delivery budgets as Sprints take into consideration broader views of workflows and future anticipated integrations. Our highly experienced analysts’ partner with you to understand and utilize the most appropriate process to meet your needs.
Olmstead is a data-centric consulting firm with an exclusive focus on the asset management industry. We provide consulting expertise to help with operational transformation and sales enablement solutions. We have the data management expertise that makes all those solutions play nicely together.
Revenue Grid provides Salesforce email & calendar integration for automatic secure data capture and synchronization together with revenue intelligence for optimized performance.
We help asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage Enterprise distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development.
SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through data management, market share services, advisor practice analysis, industry research and consulting, we provide you with distribution intelligence and expertise to manage your data, gain insights and ignite growth in your business
Synthesis helps investment companies go-to-market at scale, using our data-first approach to automation. For more than 20 years, we’ve helped investment companies reduce the time and costs associated with producing sales and marketing content like fact sheets, commentaries, pitchbooks, and websites…
XALT Sales Optimisation
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients…