Partners & Integrations

Explore our industry-leading partnerships

Asset Managers

BlackRock

BlackRock

BlackRock is a premier provider of global investment management services. As of 31 December 2023, we have been entrusted to manage $10 trillion across equity, fixed income, alternatives, multi-asset, and cash management strategies for our institutional and retail clients. We collectively support millions of people around the world by working alongside institutions and financial advisors as they contribute to the financial well-being of those who depend on them.

Since its founding in 1988, BlackRock has consistently invested to create a globally diverse investment platform – with index and active funds, across equities, fixed income, multi-asset, alternative and cash strategies – industry-leading portfolio construction and risk management technology, and deep global capital markets expertise. We believe the diversity of BlackRock’s platform, across asset classes, investment styles and regions, positions us to serve clients through market cycles and deliver whole-portfolio solutions to meet clients’ evolving needs. We believe that, from our original founders to the leadership today, BlackRock has sought to put clients’ needs and interests first, use data to drive investment insight and decision, make understanding managing risk a passion and encourage a culture that champions technology and innovation.

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J.P. Morgan Asset Management

J.P. Morgan Asset Management

At J.P. Morgan Asset Management, we believe investors deserve an expert global partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to help build stronger portfolios and solve their toughest challenges.

Our perspective draws on knowledge earned over a century of investing through every market cycle. Today, with market intelligence trusted the world over, we offer deep, actionable insights. From our vantage point, we strive to see correlations others miss and seize opportunities that our global, connected view can deliver.

Our clients trust us to manage $3.1 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve.

To any challenge our clients face, we say, Let’s Solve It.

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Fidelity Institutional®

Fidelity Institutional®

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Frontier Asset Management

Frontier Asset Management

Established in 2000 and headquartered in Sheridan, Wyoming, Frontier Asset Management is an independent asset management firm that provides risk-managed investment strategies for clients of financial advisors across the country. Frontier’s Dynamic Downside Focus approach aims to achieve a balance between growth and loss minimization, striving to create a smoother investment experience and potentially better long-term outcomes for investors.

At Frontier, risk is defined as potential loss, and the firm seeks to maintain consistent levels of risk across all strategies through dynamic management. The Frontier strategies are composed of non-proprietary funds carefully researched and selected by Frontier’s investment team. With a commitment to risk management and a deep understanding of the markets, Frontier aims to help clients achieve their financial goals and navigate the ever-changing investment landscape.

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Franklin Templeton Investments

Franklin Templeton Investments

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RiverFront Investment Group

RiverFront Investment Group

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WestEnd Advisors

WestEnd Advisors

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Custodians

Charles Schwab

Charles Schwab

Fidelity

Fidelity

Pershing

Pershing

Raymond James

Raymond James

Wealth Managers

Baird

Baird

Janney Montgomery Scott

Janney Montgomery Scott

Technology Platforms

Geowealth

Geowealth

Investcloud

Investcloud

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