It’s easy – and rewarding – to become an industry partner of Pohl Consulting & Training. Join the outstanding organizations listed below.
Accutech Systems is a specialty software solutions company in the wealth management space. It’s our belief that wealth management is more than tracking numbers, it’s about relationships and we simply don’t think you can have strong relationships when you have to constantly jump through bureaucratic red tape. Our independence gives us the freedom to do what is right…and we wouldn’t have it any other way. We take the bureaucracy out of doing business and bring trust back into the equation. We’ve been at this a long time…we think it’s more fun and quite honestly, we know it works. It’s just another way we’re redefining trust.
Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics solutions for broker-dealers, trust banks, mutual funds and corporate issuers globally. We help drive business transformation for clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. We seamlessly connect all parts of the business – from trading, proxy processing and compliance management to class action recovery and multi-channel communications — to automate processes, reduce costs and mitigate risk. We are uniquely positioned to help trust and wealth management firms get ahead of today’s challenges and capitalize on what’s next.
BTC Capital Management is an SEC registered investment advisor. We strategically partner with community banks and trust companies to provide investment consulting, advisory and management services. Our partners benefit from having access to an experienced and sophisticated “investment division” that is fully engaged with their team. We utilize a highly disciplined, fundamentally based and risk-aware approach that is appropriate for all fiduciary investment clients. Our partners have the flexibility to determine the scope of our services on a client-by-client basis. Today, many trust departments are feeling increased pressure to grow and contribute more to the financial success of their organizations. We actively assist them in their successful and profitable business development efforts.
CCH Trust US is both fiduciary tax software and tax preparation services – part of the Wolters Kluwer Tax and Accounting family. CCH Trust US has been used by banks, trust companies and other wealth management organizations since 2006 and Wolters Kluwer has been a leading provider of tax and accounting information to professionals since 1913.
CCH Trust US software is web based, and incorporates robust compliance, including over 1,600 fiduciary forms, to help banks meet their fiduciary obligations with ease. Our e-file portal processed over 20 million form e-files last year; and our strong query and reporting functions help organizations be more efficient by putting the information they need directly at their fingertips.
CCH Trust US is integrated with most of the major trust accounting vendors and third party asset servicers – our wide array of import templates have helped clients supplement their core accounting data easily and efficiently. www.cchtrustus.com
Cetera Financial Institutions delivers customized investment and insurance solutions to more than 420 financial institutions. With its focus exclusively on banks and credit unions, Cetera Financial Institutions offers flexible program options that help deepen relationships with clients, grow fee income and fulfill financial institution goals. Cetera Financial Institutions is a marketing name for Cetera Investment Services LLC, member FIRNA/SIPC and a member of Cetera Financial Group, Inc. For more information, see www.ceterafinancialinstitutions.com.
Founded in 1966, FCI Advisors, (FCI) helps wealth advisors and trust officers serve their clients and profitably grow their business. We do this by providing flexible, solutions-based investment management supplemented by expert teams that support a trust department’s client service, business development and operational responsibilities. We personalize the investment solution we create for each HNW and institutional client. The process begins with our disciplined and opportunistic asset allocation process and is complemented by a broad range of equity and fixed income separate security portfolios as well as ETFs and/or mutual funds for exposure to a variety of asset classes. For modestly-sized accounts we offer investment strategies based exclusively on mutual funds and/or ETFs.
To help our trust clients enhance the service they provide to their clients we provide a variety of reporting packages, each of which includes account-specific performance reporting with comparisons to stand-alone and/or blended benchmarks, and our professionals are available to participate in client meetings. To help our clients acquire new clients we provide detailed investment proposals for their prospects and complete RFPs for institutional opportunities. Our responses to such RFPs highlight the powerful combination of locally-based advice and service paired with nationally-recognized investment expertise. Today’s investors want more than a portfolio: They demand targeted, intelligent and informed advice. By selecting FCI as their investment solutions partner our trust clients can confidently focus on their clients and prospects and the goals they hope to achieve.
Federated is a global investment manager known for its disciplined investment approach, dedicated client service and broad array of financial solutions. Our investment experience spans domestic and international equity, fixed-income, alternative and money market strategies distributed through a network of institutions and intermediaries worldwide. Founded more than
60 years ago with the belief that diligently doing business the right way over time presents the best opportunity for future growth, Federated continues to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.
FinTech Securities offers securities brokerage of equity, fixed income and options securities to the institutional money management community. We provide the money manager with professional trading technology, research tools, and convenience while maintaining an exceptionally high level of customer service. We offer access to the markets ranging from direct market access technology to experienced securities traders handling your orders. Please let us know if we can help provide you with a better and more competitive brokerage arrangement. (888) 822-3310. www.FinTechSecurities.com
We focus on you so you can focus on your clients. Software can’t replace your wealth of experience and knowledge. But it can enable you to put it to better use. We designed our trust accounting software from the ground up to let you spend more time consulting, advising and thinking — and less time tracking, organizing and reporting. For trust professionals at community banks, our powerful, secure, real-time software is backed up by accessible, knowledgeable people who are focused on helping you do more of what you do best. That’s trusted focus.
InnoVest Systems, founded in 2000, began as a SaaS trust and wealth management system built on multi-currency architecture. Our product suite has since expanded to include custody, payments, trade execution, performance measurement, and other related services.
With extensive experience in trust, wealth management, securities operations, and information systems, we deliver innovative solutions to asset management challenges. We hold over $425 billion in assets on our platforms and process over 4 million client transactions a month, providing solutions you can count on to help you grow and increase your firm’s profitability. We partner with our clients to understand their businesses and their needs in the highly competitive landscape of today’s financial services industry, and empower them to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.
Mainstreet Advisors is dedicated to serving the trust and wealth management industry. We help client institutions grow and become more efficient by offering investment advisory, sales support, marketing, and operations consultancy services.
We provide clients with expert portfolio management and in-depth investment research, delivered by a dedicated portfolio manager. Our portfolios are built using separately managed accounts of individual securities, mutual funds and exchange traded funds. This approach enhances efficiency while allowing the flexibility to cater to clients with unique portfolio needs.
Our clients also benefit from a dedicated relationship manager who takes a comprehensive approach to improving overall practice management. With MainStreet Advisors, you get the support you need to see your business grow and prosper. We’re more than a professional investment advisor; we’re an attentive business partner you can depend on.
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 20 international locations in Canada, Europe, the Middle East and the Asia-Pacific region.
As of March 31, 2017, Northern Trust Corporation had:
- $121 billion in banking assets
- $7.1 trillion in assets under custody
- $8.9 trillion in assets under custody/administration
- $1.0 trillion in assets under management
For over 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation.
OBS Financial (OBS) is a Registered Investment Advisory firm providing outsourced investment solutions to Financial Institutions and Qualified Plan Providers throughout the country. By offering comprehensive sales, marketing, operational, and technological support, OBS provides fee-based investment management solutions that enable its clients to effectively grow their businesses.
OBS offers model portfolios created utilizing a structured/asset class investing approach that adheres to the tenets of Modern Portfolio Theory. This approach combines the attractive attributes of passive investing with specific aspects of active management to create dynamically managed portfolios that are constructed to provide consistent returns without taking traditional active market risk.
At Proxytrust, serving the Trust industry is our only business and has been since 1993. In fact, our team members average 15 years of Trust industry experience including an average 10 years with Proxytrust. In addition, we are privately held which enables us to focus on our core business and offer relevant solutions. Proxytrust clients benefit from our comprehensive proxy platform, strategic partnerships and consultative expertise with capital change and cost-basis issues. Proactive service, relevant solutions and market focus uniquely positions us as a valued and growing industry partner.