Our Partners

Sapient Global Markets

Sapient Global Markets provides business consulting, technology services and solutions to the capital and commodity markets. For decades, they’ve partnered with investment management firms to help them improve their processes, enhance their business models, meet regulatory requirements and transform client engagement.

Sapient’s Client Connect solution, powered by Kurtosys, enables marketers and client servicing professionals to enhance the client experience using proven data management processes, fund reporting and marketing distribution automation tools—and the latest user experience techniques.



Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. They offer an extensive line of products and services for individuals, financial advisers, and institutions.

Morningstar provides data on more than 380,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has more than $190 billion in assets under advisement or management as of March 31, 2012. They have operations in 27 countries.



Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund information, analytical tools, and commentary. Lipper's benchmarking and classifications are widely recognized as the industry standard by asset managers, fund companies and financial intermediaries. Their reliable fund data, fund awards designations and ratings information provide valued insight to advisors, media and individual investors.

Well-informed investment decisions are made with accurate, insightful, and timely fund data and analysis offered in Lipper products and services. With over three decades of fund analysis experience, supported by the resources and knowledge of Thomson Reuters, Lipper provides unparalleled expertise and insight to the funds industry.



KNEIP are a leading service and software provider to the global investment fund industry. They work with fund managers and administrators around the world to aggregate, format, and disseminate their fund data and reporting documents.

Throughout this entire process, they control, report, and actively follow up on their quality and accuracy.

They offer data management, reporting, and dissemination solutions that enable our clients to free up their time and resources, so they can concentrate on their core business.

They help clients provide consistent and accurate fund data & documents to their distributors and meet their regulatory reporting obligations.



Akamai is the global leader in Content Delivery Network (CDN) services, making the Internet fast, reliable and secure for its customers. The company's advanced web performance, mobile performance, cloud security and media delivery solutions are revolutionizing how businesses optimize consumer, enterprise and entertainment experiences for any device, anywhere.

DDoS protection is offered by Kurtosys via our partnership with Akamai. We utilize the Kona Site Defender product to protect against Volumetric DDoS attacks. Our current DNS infrastructure utilizes DNSMadeEasy using an AnyCast Network.


Our Investors

True VenturesFounded in 2005, True Ventures is a Silicon Valley-based venture capital firm that invests in early-stage technology startups. With three funds and approximately $600 million in capital under management, True provides seed and Series A funding to the most talented entrepreneurs in today’s fastest growing markets. With a mission to make the world a better place for entrepreneurs, True encourages each founder’s vision and has built resources to empower the employees, families and communities of its portfolio companies. The firm maintains a strong founder community and offers innovative educational opportunities to its portfolio, helping entrepreneurs achieve higher levels of success and impact. With more than 150 companies funded and multiple companies acquired, the True portfolio has helped create over 3,000 jobs.


Triangle Peak Partners Triangle Peak Partners conducts private investments in companies where it can work with management and help create value. The firm has a deep background in venture capital and private equity investing in private and public technology, energy, and alternative energy companies.