RESOURCES & SYSTEMS

Research

• Bloomberg

Portfolio Accounting System

• Portfolio Center

Reporting

• Tamarac Advisor View

Trading/Rebalancing

• Axis Pro
• Tamarac Rebalancing

Trust Services

• National Advisors Trust (shareholder firm)

Separate Account Platforms

• Schwab Marketplace
• Fidelity Separate Account Network
• TD Ameritrade SAE

Uniform Managed Accounts

• Envestnet
• Placemark – UMA Marketplace

Custodial Relationships

• Fidelity
• TD Ameritrade
• Charles Schwab
• US Bank
• BNY Mellon
• Bank of America/US Trust
• Wells Fargo

Investment Databases Supplied

• Evestment Alliance
• Informa PSN
• Morningstar
• Lipper Marketplace