Roger Portnoy

Trading Central has been successfully supporting investment decisions through innovation since 1999. Through the years, they’ve expanded to become a global market solution provider, and in 2014 welcomed our insightful analytics to the group. As of March 2018, we’ll be offering our solutions side-by-side to provide seamless experiences for our customers. Trading Central is a global leader of financial market research and investment analytics. Our broad portfolio of market solutions combines awarded analyst research & patented pattern recognition with 24H global multi-asset coverage. Collectively, these provide technical and fundamental analysis on 75,000+ instruments every market day to offer timely and actionable insight.

Do you have 360-degree visibility of your clients’ goals and characteristics, spanning the entire client lifecycle? Are your relationship managers fully equipped to deliver proactive and personalised client service? Are your client lifecycle management systems compliant, scalable and cost-effective? Wealth Dynamix provides multi-award winning, fully integrated, end-to-end digital Client Lifecycle management (CLM) solutions that address the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing for wealth and asset managers, and private banks. Wealth Dynamix has revolutionised client lifecycle management and is at the forefront of innovation. Our ground-breaking application of data modelling, predictive analytics and sentiment analysis is providing wealth managers with the rich and insightful client data required to ensure that clients are being serviced quickly, efficiently and cost-effectively, with relevant and timely communications and proactive next best actions. Powered by cognitive services and powerful analytics to separate the signals from the noise, our solution generates deep, actionable insights based on the aspirations, preferences and sentiments of clients. These insights are accessible at every stage of the process – from initial engagement through to onboarding and ongoing relationship management – in a simplified form that enables relationship managers to recommend the right products, at the right time. Established in 2012 and headquartered in London (UK), Wealth Dynamix operates globally and has offices in New York, Geneva, Zurich, Paris, Vilnius and Singapore. Wealth Dynamix is a subsidiary of Indosuez Wealth Management, the wealth management branch of the Credit Agricole group. No other company has the breadth and depth of CLM experience to meet the specific requirements of international wealth management firms and their clients.

Bippit is expert financial guidance for every employee, including one-to-one coaching from qualified professionals, and all the tools they need to manage their financial lives. After all, financial concerns are the No. 1 cause of workplace stress, and the No. 1 reason employees leave. Thats why Bippit provides the right support, at the right time, for everyone.

Trading Central has been successfully supporting investment decisions through innovation since 1999. Through the years, they’ve expanded to become a global market solution provider, and in 2014 welcomed our insightful analytics to the group. As of March 2018, we’ll be offering our solutions side-by-side to provide seamless experiences for our customers. Trading Central is a global leader of financial market research and investment analytics. Our broad portfolio of market solutions combines awarded analyst research & patented pattern recognition with 24H global multi-asset coverage. Collectively, these provide technical and fundamental analysis on 75,000+ instruments every market day to offer timely and actionable insight.

H.I.G. Capital (“H.I.G.”) is a leading global private investment firm with $74 billion in equity capital under management.* Since its founding more than 30 years ago, H.I.G. and its family of funds, spanning private equity, real estate, growth equity, and credit, have invested in and managed over 400 companies worldwide. Today, the firm oversees a portfolio of companies generating more than $53 billion in combined annual sales. H.I.G. specializes in providing capital to small and mid-sized companies with attractive growth potential. Its investments typically focus on management-led buyouts and recapitalizations of well-managed, profitable manufacturing and service businesses. The firm also has deep expertise in operational turnarounds and financial restructurings. H.I.G.’s proven investment strategy is built around three pillars: (1) a flexible and responsive approach that emphasizes speed and adaptability, (2) a large, skilled team with a collaborative, “can-do” mindset, and (3) a consistent and long-standing focus on small and mid-sized businesses, typically valued between $50 million and $500 million, with a clear understanding of their unique opportunities and challenges.* Headquartered in Miami, H.I.G. has U.S. offices in Atlanta, Boston, Chicago, Los Angeles, New York, San Francisco, and Stamford, as well as affiliate offices in Europe (Hamburg, London, Luxembourg, Madrid, Milan, Paris), Latin America (Bogotá, Rio de Janeiro, São Paulo), the Middle East (Dubai), and Asia (Hong Kong). *Based on total capital raised by H.I.G. Capital and its affiliates.