Strategic Partners

We’ve partnered with the top technological platforms and investment experts in the field to bring you resources and tools that will take your organization to new levels. 

BX Indexing Partner Platforms

Alphathena delivers AI-powered custom indexing to help financial advisors strengthen relationships with truly personalized investing solutions.

Index One provides scalable index calculation, design and distribution solutions for index users globally. Our cloud based indexing infrastructure enables all levels of customization while ensuring complete accuracy and reliability. Whether clients have specific requirements, or just an initial idea, our extremely flexible platform allows us to deliver any type of indexing.

BX Indexing Provider/Research Platforms

Affordable technology to solve the triple challenge of operational efficiency, business scalability, & business sustainability

The Trendrating Advanced Analytics Data Feed, is a powerful complement to the existing analytical process of active equity portfolio managers.

The data enriches existing in-house ranking methodologies, and can be distributed to the entire investment team as an additional valuation metric to improve the selection and allocation process.

THOR provides registered investment advisors and investment advisor representatives with suggested asset allocations and portfolio weightings.

Drawbridge is a pioneer in the development of risk-managed, rules-based investment strategies.   We make our strategies available to individual investors, financial advisors, and financial publishers and institutions. 

FolioBeyond is a revolutionary technology platform bringing advanced investment strategies to individual and institutional investors, wealth managers and investment advisors.