The key to remaining top-of-mind with affluent clients is competitive differentiation. Your Financial Advisors have to consistently demonstrate reliability and leadership, provide world-class service, and generate timely proposals of new ideas to earn your clients' confidence. More wealth management firms turn to Dow Jones as a trusted source of reliable news and information than any other brand – and rely on it to deliver that information when, where and how it's needed. Whether it's through innovative, customized content integration into critical client applications or through leading market data platforms, Dow Jones Solutions for Wealth Management provides the business development tools to help Financial Advisors initiate and strengthen relationships, gather more assets and deliver on your firm's promise. For more information, visit www.solutions.dowjones.com.

Private Client Resources, LLC (PCR) offers an exclusive information service allowing the high wealth advisor, private banker or family office to accurately report investment data on a daily basis, accessible via a private-labeled web site, 24x7. PCR's flexible reporting service enables advisors or clients to publish highly customized reports for each household, with the ability to quickly and easily modify reports on-the-fly.

PCR gathers and updates all financial information including, traditional marketable securities, alternative investments, operating businesses, partnerships, employee benefits, personal use assets, liabilities and insurance. PCR collects all data at the transaction level, with tax lot detail, and reconciles and publishes the information daily, with an on-line Document Vault for storage of important documents such as wills, trusts, etc.

InvestEdge, Inc. is the leading provider of wealth management solutions for managing, monitoring, measuring and reporting on high net worth and ultra high net worth accounts. The company’s wealth management platform—InvestEdge ASP—was developed specifically for large banks, trust companies, brokerage firms and financial advisors who serve the complex needs of wealthy individuals.

Through a single interface, InvestEdge ASP provides consolidated access to the information and tools that advisors, investment officers, compliance professionals, and performance personnel need to achieve optimum productivity, profitability, and client satisfaction. Components of InvestEdge ASP include Portfolio Management, Performance Measurement, Client Reporting, Compliance Monitoring and Trade Automation. For more information please visit http://www.investedge.com/

The Charles River Investment Management System (Charles River IMS) is an institutional-class, front- and middle-office software suite that provides complete trade-cycle support for all asset classes, currencies, and regions on one common platform. The system offers a choice of several stand-alone or integrated modules for: decision support, portfolio management and monitoring; order management and electronic trading; real-time pre-trade, post-execution and end-of-day compliance monitoring; and centralized management of trade matching, confirmation and settlement workflow. The system is scalable, supports 24x7 global operations and incorporates real-time electronic trading via FIX through the broker-neutral Charles River Network.

Charles River’s clients use Charles River IMS to manage single, multi-sleeve and household wealth management accounts – either as an installed solution or hosted offering. Wealth management capabilities for UMA, UMH and HNWI accounts include: advanced asset allocation models; portfolio manufacturing and discretionary management; tax optimization tools; client mandate and restriction compliance; and reporting. The system easily integrates with complementary applications, such as Customer Relationship Management (CRM) and accounting systems and is fully integrated with the broker-neutral Charles River FIX Network. Charles River’s open architecture is proven to handle very large complex account volumes in live, multi-system environments. The Charles River Anywhere portal allows clients to quickly and efficiently monitor accounts and positions, generate orders, submit and track trades and view reports from any mobile device or desktop computer.

Bullrun Financial Inc. is a financial technology firm that enables investment professionals to gain insights on key drivers of investment performance and report on them with confidence and ease. Through an interactive web-based interface, the Bullrun® platform integrates GIPS-compliant performance measurement, attribution and risk analytics into a client centric intuitive tool. Intra-day and point-to-point performance calculations, customized portfolio comparisons, and custom branded reporting provide flexibility for today’s investment professional. The Future of Performance. Today.

Interactive Data Corporation (NYSE: IDC) is a leading global provider of financial market data, analytics and related services to financial institutions, active traders and individual investors. The Company's businesses supply real-time market data, time-sensitive pricing, evaluations and reference data for millions of securities traded around the world, including hard-to-value instruments. Many of the world's best-known financial service and software companies subscribe to the Company's services in support of their trading, analysis, portfolio management and valuation activities.

Interactive Data Managed Solutions is a leading provider and operator of customized financial information systems. The group builds and manages Web-based financial market data portals and terminals for a range of organizations worldwide, from retail and investment banks to asset managers, online brokers, stock exchanges and media portals. By aggregating a broad set of financial data and client-proprietary content and offering visually stunning features such as charts, sophisticated search functions, decision-support tools and analytics, these intuitive applications can help customers optimize their business processes and realize efficiencies.

Interactive Data Managed Solutions is managed as part of the Interactive Data Real-Time Services business, which provides a comprehensive suite of offerings that includes PlusFeedSM, a consolidated, low latency datafeed.