Clearshift

Founded in 1993, Albridge Solutions is one of the leading providers of enterprise-wide data consolidation and Web-based portfolio accounting and performance reporting solutions to the financial services industry. It serves several financial institutions and advisors, including investment management firms, insurance companies, banks, registered investment advisors, and independent, insurance and bank broker-dealers. Albridge Solutions collects and consolidates the transaction and position-level securities data it receives from settlement and clearing firms, data custodians and product companies, as well as internal proprietary systems. The company has business relations with Actimize, Advice America and Client Marketing Systems. In addition, it is affiliated with the Bank Insurance and Securities Association, the Financial Services Institute and the Securities Industry Association. Albridge Solutions is based in Lawrenceville, N.J.

Automated Financial Systems is a provider of lending and treasury management solutions to financial institutions in the United States. It focuses on enhancing the performance of its clients, mitigating risk and ensuring measurable, successful results. The company uses straight-through processing from origination through decisioning, closing, booking, servicing, recovery, reporting and securitization. It also offers a comprehensive, multifaceted treasury management program that includes continuous improvement of the treasury management functions, expertise and ability to execute and industry best practices. Automated Financial Systems has sales offices in New Jersey, North Carolina, California, Indiana and Vienna, Austria. Its headquarters are in Exton, Pa.

Montgomery Investment Technology Inc. is a trusted leader in the valuation of options and derivative securities, offering a comprehensive suite of software applications, valuation consulting services, and training seminars. With a focus on fair value accounting standards such as ASC718, ASC815, and ASC820, the company provides innovative financial tools to investment and financial professionals. Leveraging state-of-the-art technology and advanced valuation techniques, Montgomery Investment Technology delivers high-quality software solutions designed for practical financial reporting and analysis. Their extensive experience in the industry, combined with a commitment to ongoing regulatory monitoring and best practices, positions them as a valuable partner for both large and small auditing firms. Generated from the website