Presenting our 2025 Annual Meeting Sponsors
Financial Information Incorporated (FII) was established in 1911 and for over 115 years has been the leading provider of Corporate Actions and Historical Reference Services. FII clients consist of Banks, Brokerage and Accounting Firms, Law Offices, Government Agencies, College and Public Libraries and Private Investors. FII’s Corporate Actions and Historical Reference Services are the premier source of data servicing the financial industry and considered to be the most comprehensive, accurate and timely available. FII is the creator and publisher of the Annual Guide to Stocks, which is known as the “Bible” to the securities industry. FII offers real-time data products, high-speed data delivery methods and high-tech data management systems.
FTS Software, Inc. (FTS) is the newest technology provider in the financial services industry. FTS provides clients with Software Solutions, Consulting and Technical Services. Focusing upon Corporate Actions data, FTS has developed a cost-effective software application for the financial industry – Corporate Actions Announcement Processing System (CAAPS). Leaning heavily upon the ISO corporate action model CAAPS is a Secure, Cloud-Based Solution for Workflow Management and Corporate Actions Processing. Recognizing that not all clients process events in the same manner, CAAPS provides individual customization for event content, comparison and communications. CAAPS is a secure Cloud Based solution.
The TCS BaNCS suite of products are designed to help financial services institutions enhance end customer experience, enabling them to embrace open and innovative technologies that embody true digital customer engagement. Deployed at more than 500 installations, these products facilitate transformation for every business process, within every domain for every part of financial services. The brand’s footprint encircles the globe, demonstrating superior performance in the form of the highest capabilities of transaction volumes, peak TPS, and number of users. Our capital markets solutions have been deployed at the top custodians, investment banks and depositories worldwide.
BetaNXT powers the future of connected wealth, investing in platforms, products and partnerships to accelerate growth. We are a leading provider of frictionless wealth management enterprise solutions, real-time data capabilities and an enhanced advisor experience.
Through our software, data, and operations-as-a-service approach, we empower our clients with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive model reduces enterprise cost, streamlines operations processes, increases advisor productivity and strengthens the investor experience. Together with BetaNXT, investment and wealth management firms are transforming their platforms into game-changing differentiators that enable enterprise scale and stimulate commercial growth. For more information visit www.betanxt.com
Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
GlobeTax is the world’s leading third-party provider of cross-border withholding tax recovery solutions, helping clients navigate the complexities of global tax treaties since 1992. For investors and financial institutions seeking to recover taxes through relief at source, quick refund, and standard reclaim processes, GlobeTax offers MIDAS®. In this role, the firm procures documentation, monitors income events, manages relief at source elections, and files reclaim applications, recovering all possible entitlements.
GlobeTax also serves depositary banks, DTCC participants, issuers, and transfer agents through the firm’s ESP platform, which collects, validates, and transmits beneficial owner information along the custody chain to support withholding tax recovery. In these combined capacities, GlobeTax processes nearly 14 million claims annually for clients in over 40 countries, returning more than $4 billion to the marketplace each year.
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