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Vendors > Technology Consultants

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AdvisorVault 842 Broadview Ave. Toronto, Ontario M4K 2R1 Phone: (866) 925-1941 Email: info@advisorvault.org Website: www.advisorvault.org AdvisorVault is the only remote backup provider specifically designed to help small broker-dealer firms achieve today’s stringent data compliance requirements. With our designated third party status (D3P) we help small broker-dealer firms achieve all the required data compliance rules defined in 17a-3, 17a-4, 3510 and 3010. Our fully managed solution includes all the hardware and software and instantly plugs into the office network to remotely protect emails and all documents relating to Books and Records. Remote, home and travelling employees are instantly added to the solution at no addition cost. The turn-key product is priced to fit the budget of small firms and provides remote backup, long-term archiving and disaster recovery in accordance with all current SEC and FINRA rules. Experience total data compliance – Out of the Box with AdvisorVault. Top Custom Advisor Solutions 126 South Chester Street Baltimore, MD 21231-2009 Phone: (410) 675-7880 Email: jmurphy@advisorsolutions.com Website: www.advisorsolutions.com For nearly a decade, Custom Advisor Solutions, Inc. (CASI) has earned the trust and confidence of investment professionals by providing customized software solutions and training that empower advisors to excel. From the smallest independent planners to the largest Broker/Dealers, CASI has earned the reputation as the technology consultant of choice by adhering to one simple philosophy. Focus on building long term relationships with advisors and deliver the exceptional value and superior support that they demand. With primary expertise in database design, data access (downloads) and portfolio tracking tools, our objective is to consistently exceed our clients’ expectations. Top Freedomarketing 1291 Duncan Avenue Oshawa, ON L1K 2Y2 (888) 677-8946 Email: kirk@freedomarketing.com Website: www.freedomarketing.com Freedomarketing helps financial advisors develop, design, implement and sustain their marketing strategies. We provide advisors with a clear marketing focus and message. We then work with advisors to design, implement and manage all of their marketing initiatives. Yes, we actually help you implement and manage your marketing. We call this our 'Chauffeur Driven' marketing solution. Our services include brand development, web design, brochure and post card design, content writing. marketing consulting, and much more. Top The Gregory Group P.O. Box 39227 • Washington, DC 20016-9227 Phone: (202) 364-6913 Email: info@gregory-group.com Website: www.gregory-group.com The Gregory Group's mission is to help financial service professionals leverage technology to get more business in less time. We exist because: Most people are overwhelmed by technology; they lack the time and knowledge to figure it out for themselves; they want someone to tell them what they need to know to use it well. Our coaching is based on three beliefs: to be effective, you have to know your audience and speak their language; people learn best when they can do things themselves; better results come from better process. Top John Olsen Olsen Financial Group 131 Hollywood Lane Kirkwood, MO 63122 Phone: (314) 909-8818 Email: jolsen02@earthlink.net John L. Olsen, CLU, ChFC, AEP is a financial advisor and estate planner practicing in St. Louis County, Missouri. John has written and taught courses in insurance, financial, and estate planning and conducted seminars for agents, planners, and lay audiences. In addition to serving his own clients, John provides consulting services to attorneys, accountants, insurance agents, and financial advisors. An increasingly large part of John's practice is financial planning software consulting to firms and individual planners. As he receives no compensation from purchases of software he reviews or recommends, John is able to offer his clients objective, unbiased help in determining which programs fit their individual needs. Top Spam Soap, Inc. 3193 Redhill Ave Costa Mesa, CA 92626 Phone: (866) 772-6688 Email: info@spamsoap.com Website: www.spamsoap.com With no hardware or software to install, Spam Soap Message Archiving provides an on-demand email archiving and surveillance solution for SEC and FINRA compliance. Minimize costs and risks, simplify archiving and surveillance, enforce corporate email policies, increase employee productivity and safeguard business integrity. Prevent non-compliant emails from being sent with outbound message interception. Earn recurring revenue as a Partner. Top Trumpet Inc. 4327 E San Gabriel Ave Phoenix, AZ 85044 Phone: (480) 961-60030 Email: info@trumpetinc.com Website: www.trumpetinc.com Trumpet is a leading provider of comprehensive document management and automated report assembly for financial advisors. Designed around your unique workflow, Trumpet’s solutions easily integrate with contact management, web portals and other software applications. Leverage Trumpet’s expertise working with advisory firms, and experience the hand holding process we are known for. Top VAULT Solutions Inc. 55 Yonge St. Suite 1210 Toronto, Ontario M5E 1J4 Phone: ( 416)361-9944 Email: info@vaultsolutions.com Website: www.vaultsolutions.com VAULT Solutions is the leader and partner of choice for wealth management firms committed to leveraging the Internet to address their business goals. Our expertise in web-based solutions is acknowledged throughout North America and we are recognized for our ability to translate business objectives into innovative technical solutions. Our deep bench of talent includes the business and technical skills that in 1995 created The Fund Library (www.fundlibrary.com), Canada's first comprehensive financial services web site and at its height, the highest traffic Web site in Canada. For more than ten years, this collective experience and expertise have enabled the VAULT team to design and build hundreds of web solutions for the financial services industry.