Samsung is a global leader in technology, opening new possibilities for people everywhere. Samsung specializes in the production of a wide variety of Financial Services industry solutions, including Future of Work, Retail Branch modernization, Wealth Management employee experience, across mobile, display, semiconductors, memory chips, and integrated systems.

Backbase is on a mission to re-architect banking around the customer.
Backbase created the Backbase Engagement Banking Platform – a unified platform with the customer at the center, empowering banks to accelerate their digital transformation. From customer onboarding, to servicing, loyalty, and loan origination, our single platform — open and frictionless, with ready-to-go apps — improves every aspect of the customer experience. Built from the ground up with the customer at the heart, our Engagement Banking Platform easily plugs into existing core banking systems and comes pre-integrated with the latest fintechs so financial institutions can innovate at scale.

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 107,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S.

Income Discovery simplifies distribution of retirement income using advanced intelligence:

• Our technology delivers personalized retirement income distributions at scale
• Enables a retiree to increase their safe spending by as much as 30%, or boost their bequest by as much as 5 times.
• Allows financial professionals to serve 80% more retirees efficiently.

Founded in 2010, Income Discovery has served more than 136,000 retirees with $130 billion in assets in the Wealth Management and Retirement Plans industries as of 12/31/2023.

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. A subsidiary of TIAA since 2016, we are headquartered in San Francisco.

MyVest serves broker-dealers, banks, RIAs, and service providers through a SaaS-based delivery model. MyVest's Strategic Portfolio System™ (SPS) is a cloud-based enterprise platform that enables holistic wealth management across the enterprise in a single unified system. SPS automates the entire portfolio process, from client proposals and onboarding, through model-based portfolio management, monitoring & tax-aware rebalancing, order management, to performance reporting & billing. The platform is integrated with multiple custodians, trading hubs, pricing sources, and data providers.

Communify Fincentric, unifying the communication of market (Fincentric) and client data (Communify), delivers unique, high quality digital experiences for the financial industry. Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentric’s platform and Knowledge Bases allow excellent experiences at a fraction of the cost of in-house solutions. Communify Fincentric’s SaaS-based product suite unifies the communication of market and client data through a library of financial apps, with solutions including Communify Fincentric Markets Apps, Client Apps and Advisor Apps. Communify Fincentric’s Knowledge Base of 4000+ unique data feeds and 500M+ page views per day also powers advanced AI capabilities for the next generation of communication, automation and management of financial data.

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 278 of the world's leading financial institutions, Equisoft offers a complete ecosystem of solutions, from innovative front-end applications to extensive back-office services and unique data migration expertise. The firm's flagship solutions include SaaS policy administration, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle's largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

The right ETF starts with the right index FTSE Russell is a global provider of indices/benchmarks, analytics, and data with industry-leading capabilities across asset classes, styles, and strategies. FTSE Russell indices are tracked by Exchange Traded Funds (ETFs) in every corner of the world.
FTSE Russell ‘s index design and management is guided by a core set of universal principles: Transparent, rules-based, research-driven methodologies informed by strong independent committees of leading market participants. FTSE Russell is wholly owned by LSEG (London Stock Exchange Group).