Adding value through strategic partnerships
Our partners are carefully selected to extend innovation and professional talent across a global footprint â and deliver greater value to the financial services industry.
Salesforce is a Customer Success Platform using social and mobile cloud technologiesâincluding its flagship sales and CRM applicationsâwhich help companies connect with customers, partners, and employees in entirely new ways. Visit https://salesforce.com. Arcus Partners is an Official Salesforce ISV and Consulting Partner.
Amazon Web Services (AWS) is the worldâs most comprehensive and broadly adopted cloud platform, offering over 175 fully featured services from data centers globally. Reliable, scalable and inexpensive AWSâ cloud computing services are used by millions of customers â including the fastest-growing startups, largest enterprise, and leading government agencies â to lower costs, become more agile, and innovate faster. Visit https://aws.amazon.com/. Arcus Partners is an Official AWS Partner.
SIGNiX provides seamlessly integrated digital signatures to software partners serving highly regulated industries like real estate, wealth management, and healthcare. The patented SIGNiX FLEX API allows partners to offer the military-grade cryptography, enhanced data privacy, and permanent legal evidence of a true digital signature without the costs, delays, or risks that attend paper-based workflows. Visit https://www.signix.com/ to learn more.
Quik! is an easy-to-use forms solution that integrates with your data to prefill and sign forms. Save time filling out forms by entering data once and having it automatically fill in all of your forms, email your forms to clients to work on, then e-sign or print to PDF. Make collecting data through forms easier for you, your staff, and, most importantly, your clients. Learn more at www.quikforms.com.
InfoVision is a global IT services and solutions company offering strategic resources, enterprise applications and technology solutions. InfoVisionâs specialized technology solution offerings include mobility, outsourced product development, business intelligence and big data analytics, devops, IT, testing and cloud services. InfoVisionâs Integrated Value Delivery capability is the combination of proven talent, technical depth, delivery discipline and domain expertise. Learn more at https://www.infovision.com/.
Sycamore Company provides RIAs and independent broker-dealers with cloud-based, best-practice solutions combining data aggregation and efficient front- to back-office workflows for home offices and advisors across compliance, advisor compensation and recruiting functions. Visit https://sycamorecompany.com/ for more information.
Taffet Consulting is a business and technology consulting firm focused on serving the global financial community. With extensive experience in the capital markets industry and specialization in trade processing solutions, Taffetâs expertise spans a wide range of core technical and business knowledge, from software and operations to risk and compliance, and all platforms including the innovative cloud infrastructure and microservices. Visit http://taffetconsulting.com/.
Advisor Transition Services is a customized consulting and service firm established to help financial advisors navigate the process of transitioning a client book of business. We recognize the challenges associated with such a significant life and career decision, and we dedicate our time and resources to lessening the administrative burden and making the process as painless as possible for advisors and their clients. Visit http://advisortransitionservices.com/.