Solutions Partners

MMI's Associate Members include many of the industry-leading firms offering state-of-the-art products and services to the financial services profession.


Showing 1 - 10 of 29 results
With a focus on business intelligence, Albridge Analytics, a BNY Mellon company, offers innovative business solutions to the asset manager and broker-dealer communities designed to optimize their distribution efforts. We take a consultative approach with clients by leveraging our extensive industry...

Archer’s technology and services help investment managers achieve their strategic goals. Archer provides a fully integrated, state of the art secure cloud-based platform that simplifies the investment management process across distribution channels, while also uniquely offering selective operations...
Outsourcer

BrightScope, a Strategic Insight business, provides integrated data management and analytics through the SI Data division. BrightScope’s best-in-class software solutions, including BI & Analytics, Data Networks, Sales Reporting, Industry Datasets, and CRM/Data Integration, facilitate more...

CGI
CGI has a comprehensive portfolio of services that enable us to serve as clients’ fullservice provider in improving all facets of their operations. Key service areas include:  High-end business and IT consulting—a wide array of services including business and IT strategy, enterprise architecture,...

Charles River enables sound and efficient investing across all asset classes. Over 350 firms worldwide use Charles River IMS to manage more than US$25 Trillion in assets in the institutional investment, wealth management and hedge fund industries. Our Software as a Service-based solution automates...
Wealth Management Platforms

Copytalk is the premier provider of secure transcription services to leading financial firms. We ensure privacy and security of data via controlled and monitored U.S. facility-based transcriptionists (similar to FINRA testing centers). • Increased Productivity: allows advisors to focus on revenue-...

Founded in 1979, DAK Associates is a "Top 100" retained executive search and consulting firm that exclusively serves the Financial Services community. Clients include Asset Managers (bulge-bracket & boutique), Wealth Managers, Broker-Dealers, Insurance Companies, Banks, and ancillary products...

Discovery Data offers a consolidated view of the financial services industry, including 690,000 reps and all firms in the financial services industry and 1.8 million insurance agents. Our online tools and weekly updates allow you to search, view and export in-depth, up-to-date profiles with...
Data Provider & Analytics

DST Systems, Inc. is a leading provider of strategic advisory, transformative technologies, and operations outsourcing to the financial and healthcare industries. Relying on deep industry knowledge, critical infrastructure, and service excellence, DST helps companies master the escalating...

With over 40 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From operating facilities, data centers and offices in 16 countries, DTCC, through its subsidiaries, automates, centralizes and standardizes the post-trade processing...

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