Advyzon's simple yet powerful platform makes running your investment firm easy, intuitive and scalable. All leading to one goal: Making business easier for you and better for your clients.

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Amazon Web Services (AWS)
AWS is the world's most comprehensive cloud platform with over 200 services globally, including cutting-edge generative AI capabilities through Amazon Bedrock. Millions of customers leverage AWS to reduce costs and accelerate innovation while accessing foundation models from leaders like Anthropic, Meta, and Mistral AI alongside Amazon's own models. Known for reliability, security, and continuous innovation since 2006, AWS leads in cloud technology across infrastructure, data analytics, machine learning, and IoT—empowering organizations to confidently deploy transformative applications that drive digital transformation. While advancing business outcomes, AWS remains committed to sustainability and community initiatives worldwide.

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Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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Schwab® Designated Brokerage Services: Employee trade monitoring requires powerful technology and strong support—and with Schwab Designated Brokerage Services, that’s exactly what you get. Take steps toward a more efficient and effective risk management program. To learn more, visit us at https://workplacefinancialservices.schwab.com/insights/designatedbrokerageservices

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Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims services specialist. Outsourcing to CCC enables clients to eliminate the burden of claim filing, keep up with every potential recovery opportunity, and focus on the real work of investing.

CCC was founded by James Tharin (chair of the SIFMA Class Action working group) to help ensure class members receive the settlement awards they deserve. For 30+ years we have provided superior claim filing services and top-flight customer service to clients including bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, market makers, specialists, and proprietary trading firms. We continue to create new technologies and intuitive systems that serve investors wisely, and that maximize their recoveries in every settlement for which they are eligible.

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Trusted by over 2,000 financial services industry firms worldwide, Egnyte is a hybrid/multi-cloud storage, security, and governance platform that enables firms to deliver more value for their customers, reduce risk, and respond to evolving business needs.

Egnyte enhances critical industry workflows by delivering client-centric experiences backed by enterprise-grade encryption, granular access controls, and real-time monitoring. This ensures that sensitive financial data remains protected throughout interactions and processes so teams can do business faster while also maintaining strict compliance standards.

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Smarsh enables companies to transform oversight into foresight by surfacing business-critical signals in more than 80 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.

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Starkweather & Shepley, trusted leaders in risk management and insurance solutions with deep expertise helping compliance officers manage liability risks.

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Investment advisers and funds face a wide variety of exposures - from professional liability to employment practices liability and employee dishonesty. It's essential to be prepared for the unexpected. Travelers has your solution.

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Echartered – Your Global Back-Office Partner
WEchartered is an India-based powerhouse delivering world-class solutions in accounting, compliance, legal, data management, and back-office support for the investment and finance fraternity. With proven professional talent pool of FTE and “train-the-trainer” models, we help firms scale efficiently, optimize costs, and enhance deal productivity while ensuring business continuity and uncompromising quality. As a trusted partner to global financial institutions and corporates, WEchartered is committed to driving faster growth, cost flexibility, and robust quality assurance. Backed by GDPR compliance and SOC 2 certification, we ensure the highest level of trust, data security, and confidentiality in every engagement.

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