Smartleaf

CMC is an institutional investment consultant exclusively serving financial intermediaries.  Their clients are institutions and wealth management firms that engage CMC to develop and maintain their high net worth investor best-of-breed investment platform.  CMC combines 30 years of open-architecture program development and management experience with a unique set of professional skills and resources. CMC offers its clients an outsourced overlay service, operating Smartleaf as a service bureau.

Concord’s singular focus is to enable its clients to compete vigorously in the wealth management business with a comprehensive investment platform that is fully customized while being delivered at a reasonable cost. Concord supports investment professionals in trust companies, banks, broker/dealers, family offices, insurance companies, and independent advisory firms.

FolioDynamix is changing the way sponsors, managers and advisors conduct business, efficiently and productively, in wealth management. With its FDx and FDx Advisors value propositions – a wealth servicing platform and a registered investment advisors platform, respectively – FolioDynamix offers a seamless, scalable solution for any fee-based product.

Prima Capital, a Matrix Financial Solutions affiliate company, is a leading provider of due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries. For over a decade, Prima Capital has provided objective due diligence and powerful evaluation tools to advisors and wealth management firms of all types and sizes. This combination of advice and technology helps empower advisors and improve the efficiencies and distinction of wealth management programs. Today, Prima Capital is an independent source for information on managed account strategies (UMA and SMA), mutual funds, ETFs, and alternative investments through the PrimaGuide® research application.