Partner

White Marble Consulting White Marble Consulting delivers best practice in investment marketing for the wealth and asset management community. White Marble are financial marketing experts with deep industry knowledge and specialist expertise. They offer marketing consultancy, where they define, develop, and implement marketing strategies for asset and wealth managers, giving their clients access to integrated thinking that spans a range of marketing disciplines. Alongside consultancy, White Marble offer two products to the market. The Responsible Investing Certificate, a course tailored to build investment and wealth marketers’ expertise in sustainable and responsible investing; and Beacon, a tool to analyze and benchmark

Wentworth Financial Communications Wentworth Financial Communications creates investment-grade thought leadership and content marketing for the financial services industry’s leading firms and brightest minds. We are a team of writers, editors, designers, and consultants who are passionate about helping our clients articulate their expertise and find their unique voice. Through our writing expertise, focus on content strategy, and commitment to project management, we create white papers, industry reports, surveys, bylined articles, blogs, infographics, e-books, newsletters, podcasts, videos, and other forms of content. We bring extensive knowledge of the technical, regulatory, and market dynamics of the verticals we serve: Institutional asset management

Toppan Merrill Toppan Merrill is the choice of leading companies in asset management, insurance, and retirement services providing best-in-class technology solutions for electronic and print communications and distribution. We bring unmatched subject matter expertise and market knowledge to clients, providing integrated solutions that have been tested and proven accurate, seeing opportunities to realize operational efficiencies, content integrity, complete accuracy and improved speed to market. CONTACT toppanmerrill.com Scott Snyder Vice President of Marketing 651.632.1350 scottsnyder@toppanmerrill.com

Synthesis Technology Synthesis helps investment companies reduce marketing costs and grow AUM. For more than 20 years, we’ve helped asset and wealth managers, TAMPs, and private banks produce data-driven sales and marketing content at scale. By leveraging our automation platform, marketers spend up to 50% less time updating fact sheets, commentaries, pitchbooks, and websites, freeing them up for more strategic work. Learn more at www.SynthesisTechnology.com. Connect with us on your favorite social channels! Twitter LinkedIn Facebook CONTACT Jean Goodwin Vice President of North American Sales 847-436-1559 jgoodwin@snth.com

SalesPage Technologies SalesPage Technologies helps asset managers utilize data to retain and grow their asset base more effectively. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their sales enablement solutions such as CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development. SalesPage

MARS SalesFocus Solutions SaleFocus Solutions is proud to announce our formal partnership with Salesforce.com We have been providing our own seamless integration with Salesforce.com for several years, but most recently completed the rigorous process of becoming a formal partner with Salesforce.com. To learn more, please visit: https://sfsmars.com/salesforce-partner/ The MARS product suite transforms big data into market intelligence and allows you to perform sophisticated business analysis, trending and reporting to increase your insights and grow profitability. MARS provides: • Flexible and Dynamic sales and asset reporting with native, integrated CRM for mutual funds, managed accounts, insurance, alternatives, and ETFs; • Real-time,

HEY DAN Serving sales professionals from firms with over $53.6 trillion in total market capitalization, Hey DAN (formerly Dial-a-Note) has been the premier voice to CRM solution for more than 17 years. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete. We also offer a full suite of solutions to redirect administrative tasks tools to personalize the client/wholesaler relationship with client

Broadridge Broadridge is a technology driven financial services solutions provider focused on helping mutual funds and retirement providers grow, market and service assets under management by providing innovative capabilities for communications, trade processing and enterprise data management. Specifically with our Access Data platform, funds can gain visibility into how sales and assets are generated and address a myriad of challenges in Marketing, Distribution, Compensation, and Compliance Management. CONTACT Broadridge Financial Solutions 1155 Long Island Ave Edgewood, NY 11717 broadridge.com Dan Cwenar President and General Manager Access Data, a Broadridge company 412.201.1753 daniel.cwenar@broadridge.com

AdvisorTarget AdvisorTarget helps Asset Managers and Wealth Management Companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification Databases. We capture what content, via publications and websites, advisors consume to discern what they intend to purchase to help proactively refine your marketing and sales efforts. Our featured solutions include. The Advisor IP Match Product uncovers Advisors coming to your website who are anonymous to you and identifies which of your products and solutions they are researching along with when and how often they are visiting. These are high quality leads that can

6sense 6sense gives financial institutions and insurance firms a competitive edge by supercharging their data to better understand their customers and grow their total addressable market. The platform embeds intelligence into every part of the distribution and research efforts by capturing hidden customer behavior and providing timely insights to target the right accounts. Customers boost commercial results by delivering the right engagement through the right channel at exactly the right time. 6sense works with some of the leading financial services companies and emerging fintech players. Learn more here. CONTACT 6sense Financial Services Maura Brady Head of Verticals maura@6sense.com Will Lyon