Act-On Logo


Act-On Software is the leader in adaptive marketing solutions that empower marketers to achieve the purposeful and personalized engagement that their business needs to thrive. Act-On makes customer data actionable, enabling marketers to strategize better business outcomes, drive more relevant multi-channel marketing, and generate higher customer lifetime value -- all with the fastest time-to-value. For more information, visit Act-On Software.



Bronto Software provides a cloud-based marketing platform for retailers to drive revenue through their email, mobile and social campaigns. The platform is used by over 1000 organizations worldwide, including Armani Exchange, Timex, Samsonite and Gander Mountain. With advanced marketing automation and an intuitive interface, Bronto is the most popular choice for self-service email marketing among the Internet Retailer Top 1000.

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Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally.  Broadridge's investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities.  With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 6,700 full-time associates in 14 countries.  For more information about Broadridge, please visit

Constant Contact

Constant Contact

Constant Contact is built to simplify the complex and confusing task of marketing your idea, even if you’re a beginner. And our award-winning team of marketing advisors is there for every customer, every step of the way, offering live, real-time marketing advice on the phone or online anytime you get stuck. Whether it’s creating great-looking email marketing campaigns, building an awesome website with ease, creating a beautiful logo for your brand, running Google Ads to get more website traffic, or finding new customers on social media, we’ve got all the tools, features, and expert guidance you need to help you succeed - all in one place.

DocuSign Logo


DocuSign® is changing how business gets done by empowering more than 100,000 companies and more than 50 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device with trust and confidence. DocuSign replaces printing, faxing, scanning and overnighting documents with the easiest, fastest, most trusted way to make every approval and decision digital. Our eSignature software and Digital Transaction Management platform enable organizations of every size, industry and geography to accelerate contracts, approvals and workflows. DocuSign keeps life and business moving forward.

DotDigital - Dotmailer


Dotmailer, the UK's no.1 largest email marketing provider with 70,000 users in over 150 countries, is an easy to use, powerful e-mailing tool that allows you to create, send and track e-mail campaigns quickly and easily. dotMailer is part of the multi-award winning dotDigital Group. The dotDigital Group plc is a full-service digital marketing agency that drives website traffic and sales through strategy and design, providing future-proof solutions to our clients at affordable prices. SatuitCRM integrates with Dotmailer e-mailing software applications. Dotmailer allows your SatuitCRM users to deliver targeted, relevant messages to your most important audiences easily and quickly. SatuitCRM’s e-distribution module allows you to use emailing software applications to track e-mail deliveries, opens, forwards, and click-throughs, so you can optimize and report on your e-Marketing activities.



FINsearches, the most powerful and complete sales and marketing source available, aggregates the manager search leads from our US defined benefit  product, fin|daily, as well as our Foundation & Endowment product, Nonprofit News, and makes them available in a user-friendly database that enables clients to make the most of those opportunities.  FINsearches gives users unparalleled access to intelligence enabling them to easily and effectively research their prospects.

Mirador Logo


Mirador, LLC is the leading provider of bespoke portfolio performance reporting solutions for high net-worth families & family offices, wealth management firms, and endowments & foundations. In partnership with the pre-eminent data providers in the wealth management space, Mirador implements and/or operates the technology suite which is best suited for client needs and provides them with the fully customized reporting solutions they define. For more information about Mirador, please visit

redi 2

Redi2 Technologies

Redi2 Technologies is a market-leading, revenue management solution provider that collaborates with its clients to automate and continuously improve their fee calculation, billing and collection, and business planning processes.  Redi2 Revenue Manager™ is the industry's first revenue management Software as a Service (SaaS) deployment, which helps firms improve cash flow, increase operating efficiency, reduce operational risk, and meet ever-increasing regulatory compliance and accountability obligations while simultaneously enhancing their revenue analysis, forecasting and reporting capabilities. With over $1 trillion in billable AUM, Redi2’s product line provides automated fee billing and revenue management solutions for institutional asset managers, investment sponsors, independent broker dealers, private wealth managers, TAMPs and other third-party service providers.



Seismic is the industry-leading sales enablement and marketing orchestration solution, aligning go-to-market teams while empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling Platform TM delivers innovative capabilities for marketers to orchestrate content delivery across all channels, and for sellers to engage with prospective buyers in a compelling, resonant manner at every step of the buyer journey. More than 600 enterprises including IBM and American Express have made Seismic their sales enablement platform of choice. The Seismic Storytelling Platform TM integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.

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SharpSpring is a highly-rated global provider of affordable, cloud-based marketing automation. Marketing agencies and businesses around the world rely on SharpSpring to generate leads, improve conversions to sales, and drive higher returns on marketing investments. Known for innovation, open architecture, and exceptional customer support, SharpSpring offers flexible monthly contracts at a fraction of the price of its competitors.


Standard & Poor's

SatuitCRM provides tight integration and delivery of Money Market Directories data to clients with a subscription to the MMD services. Money Market Directories, a Standard & Poor's company, maintains a database of pension fund sponsors, endowments, public and private foundations, hospitals, consultants, and investment managers.

Varden Technologies

Varden Technologies, Inc.

Varden’s employees are 100% dedicated to providing the financial services industry with the best products and services. With hands-on experience in Client Reporting, Trading, Compliance, Portfolio Accounting, Performance Measurement & Attribution, and other areas, Varden has been able to assist over one hundred clients be successful in meeting their financial technology requirements and grow their business.

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Versoft Consulting

Versoft Consulting was formed to help clients get the full value from their portfolio management and CRM software. The consultants at Versoft want to make sure that you are not just using the basic installation, but implementing best practices. This comes from updating, streamlining, and optimizing workflows and reporting so that your efficiency goes up, thereby empowering you to provide a higher level of service to your clients.