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BetaNXT powers the next generation of Wealth Management Technology and Outsourcing Solutions. Combining industry expertise with the power of our proven BETA and Maxit businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth. For more information visit www.betanxt.com.

Broadridge is a leading full-service outsourcing provider to the global financial industry, capable of meeting the most demanding requirements for efficient, secure and scalable operational support. Our reach spans the world, and encompasses an extensive array of services – from account opening and securities transaction processing to correspondent clearing to document management and investor communications as well as full operational staff outsourcing. A steadfast source of processing support, we help financial services institutions and public companies increase productivity, streamline operations, enter new markets with new products more quickly, drive down back-office costs and better manage risk. Today’s dynamic business environment calls for this kind of reliable and efficient multi-dimensional support. Our wealth of solutions and deep expertise let you focus on differentiating your firm in today’s complex and competitive global marketplace.

Deloitte is a multinational professional services network that provides audit, consulting, financial advisory, risk advisory, tax and legal services. Deloitte has approximately 312,000
global professionals. As of 2019, Deloitte is the fourth-largest privately owned company in the United States.

The global network of EY firms understands the importance of asking great questions. It’s how you innovate, transform and achieve a better working world. Finance and capital markets fuel our lives. No other sector can touch so many people or shape so many futures. That’s why globally our network includes 26,000 people who focus on financial services. Our financial services teams are dedicated to providing assurance, tax, transaction and advisory services to the banking and capital markets, insurance, and wealth and asset management sectors. It’s our global connectivity and local knowledge that ensures we deliver the insights and quality services to help build trust and confidence in the capital markets and in economies the world over. The better the question. The better the answer. The better the world works.

FICO (NYSE: FICO) powers decisions that help people and businesses around the world prosper. Founded in 1956 and based in Silicon Valley, the company is a pioneer in the use of predictive analytics and data science to improve operational decisions. FICO holds more than 195 US and foreign patents on technologies that increase profitability, customer satisfaction, and growth for businesses in financial services, telecommunications, healthcare, retail, and many other industries. Using FICO solutions, businesses in more than 100 countries do everything from protecting 2.6 billion payment cards from fraud to helping people get credit, to ensuring that millions of airplanes and rental cars are in the right place at the right time. Learn more at http://www.fico.com and http://fico.com/abs

FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over 130 countries. Headquartered in Jacksonville, Fla., FIS employs more than 52,000 people worldwide and holds leadership positions in payment processing, financial software and banking solutions. Providing software, services and outsourcing of the technology that empowers the financial world, FIS is a Fortune 500 company and is a member of Standard & Poor’s 500® Index.

Global Relay was founded in 1999. The core management team is still united, more than 25 years later. We always just wanted to grow a cool company, and we still do. The passion continues to burn and our vision remains clear.
Your organization’s reputation and success are inextricably tied to the performance of your critical vendors. At Global Relay, we understand the important role vendor management and due diligence programs play in maintaining smooth business operations.

Leading financial services firms rely on KPMG to help them improve business performance, turn risk and compliance into opportunities, develop strategies, and enhance value. With more than 900 partners and 8,500 professionals, the KPMG LLP Financial Services team sees today’s environment of converging challenges as a catalyst for improvement by taking advantage of the opportunities that surround us.

Our mission is to help our clients grow, engage with customers, manage costs, and comply with regulations by leveraging the power of data, digitization, and disruption.

By integrating our capabilities across audit, tax, and advisory, KPMG Financial Services professionals bring insight to help our clients build competitive advantage and align strategies during this period of substantive change and enormous opportunity.

With offices in 157 countries and more than 208,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they’re looking for, by delivering quality in assurance, tax and advisory services.

Sia Partners is a next-generation management consulting firm and pioneer of Consulting 4.0. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. With expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.

Fidelity Clearing & Custody Solutions (SM) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management consulting to broker-dealer firms, banks, insurance companies, registered investment advisors—including strategic acquirers and professional asset managers—and retirement recordkeepers. FCCS’ goal is to help institutional clients be future-ready by offering access to exceptional people, knowledgeable consultations, and transformative technology.

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem.

Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independently owned Member Firms provide consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit to our clients through our network of more than 75 offices in over 27 countries. We have served more than 60 percent of Fortune 1000® and 35 percent of Fortune Global 500® companies. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index.

Smarsh enables companies to transform oversight into foresight by surfacing business-critical signals in more than 100 digital communications channels. Regulated organizations of all sizes rely upon the Smarsh portfolio of cloud-native digital communications capture, retention, and oversight solutions to help them identify regulatory and reputational risks within their communications data before those risks become fines or headlines.  To discover more about the future of communications capture, archiving and oversight, visit  www.smarsh.com.

Smarsh serves a global client base spanning the top banks in North America, Europe, and Asia, along with leading brokerage firms, insurers, and registered investment advisors and U.S. state and local government agencies.