The following companies are either interface partners or sponsors at our annual client conference.

	5227 Tax System, Inc. 5227 Tax System is a very user-friendly software for preparation of both Federal and State Tax Returns of Charitable Remainder Trusts, Lead Trusts and Pooled Income Funds. An interface has been developed with HWA's TRUSTprocessor which adds efficiency.
	The Bank of New York Mellon
	Broadridge Broadridge is the industry’s leading provider of proxy services dedicated to the specialized needs of the trust community. Broadridge streamlines the entire proxy process, from material delivery to reporting and recordkeeping, vote recommendations, paper elimination and year-end processing. All while helping you meet your compliance requirements. As a Broadridge proxy client, you will have access to tools that will simplify your proxy process: online voting; paper elimination; optional automatic “with management” voting; cost basis/corporate action databases and notifications; and delivery of materials directly to your clients. For more information, please contact John Keegan at 212-918-6959 or john.keegan@broadridge.com.
	Federated As one of the nation’s largest investment managers, Federated offers style-consistent investment options including stock, bond and money market mutual funds as well as a variety of separately managed accounts.  We continue to develop competitive and innovative products and create new applications for existing products to meet investors’ evolving financial needs.
	FinTech Securities FinTech Securities exists to provide superior institutional trading and independent research services. Through honest and innovative solutions we add the human element to trading technology creating the most refreshing brokerage experience. While keeping a clear sight of our valued clients’ goals, we offer the highest level of customer service in an enjoyable yet efficient work environment. For more information, please contact 888-822-3310 or Info@FinTechSecurities.com.
	Institutional Trading Services, LLC Institutional Trading Services, LLC (ITS) offers electronic trading solutions for both equity and bond trading. Servicing the trading needs of over 120 bank trust departments around the country, ITS prides itself on delivering superior electronic trading technology. In the highly fragmented and manual arena of bond trading, ITS offers its clients an electronic platform on which 200 brokers around the country participate to provide liquidity.
	Interactive Data Interactive Data’s Pricing and Reference Data business provides global securities pricing, evaluations and reference data designed to support financial institutions’ and investment funds' pricing activities, securities operations, research and portfolio management. Interactive Data collects, edits, maintains and delivers data on more than 6 million securities, including daily evaluations for approximately 2.8 million fixed income and international equity issues. Interactive Data specializes in ‘hard-to-get’ information and evaluates many ‘hard-to value’ instruments.
	Matrix Financial Solutions Matrix Financial Solutions is one of the nation’s largest providers of products and services for third party administrators (TPA’s), financial advisors, banks and wealth management professionals. Matrix Financial Solutions, through its wholly owned subsidiaries serves more than 300 financial institutions and over $70 billion in assets on its trading and trust platform.
	Morgan Keegan At Morgan Keegan, our Fixed Income Capital Markets division is one of the largest of any firm off Wall Street. Made up of more than 150 sales representatives, 40 research analysts and 70 traders, we offer a variety of valuable services like extensive research offerings, asset/liability services, portfolio accounting and eFolio® - our unique online portfolio management system.
	PrimeVest
	Proxytrust Serving the trust community for 15 years, Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including capital changes, cost basis calculator and policy voting. Our strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to our customers through greater operational efficiency and increased compliance. Our superior data security and customer-driven core values as a privately-held, independent company uniquely positions us as a trusted partner and growing industry leader.
	Six Telekurs Since 1930, SIX Telekurs has focused on international financial information. Today, our structured and encoded securities data covers over 5.6 million financial instruments, and is unique in terms of breadth and depth. Through our network of branches and offices in 23 countries, we collect data directly to ensure completeness and quality of our securities prices, reference data, corporate actions and regulatory/compliance information. SIX Telekurs is a SIX Group company. On a global scale, SIX Group offers first-rate services for securities trading, clearing and settlement, as well as financial market information and payment transactions. Please visit www.six-telekurs.com for more information.
	Thomson Reuters Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. The Tax & Accounting business of Thomson Reuters (formerly Thomson Tax & Accounting) is the leading provider of technology, information and integrated tax solutions. Its ONESOURCE Trust Tax (formerly Fast-Tax) portfolio offers trust tax software (formerly TrustEase), services, and workflow and document management solutions, to the nation’s leading banks, brokerages, and trust and wealth management firms. ONESOURCE WorkFlow Manager is a workflow and document management platform that enables you to standardize, automate, streamline, and manage ALL processes within the trust department. ONESOURCE Trust Tax services includes experts in eight major processing centers nationwide using our own Trust Tax software.
	USbank U.S. Bank Institutional Trust & Custody is the sixth-largest trust and custody provider in the nation with nearly $900 billion assets under administration for 2,800 clients. We have been serving unique needs of institutional entities for more than 100 years and provide comprehensive services, including fiduciary, custodial, securities lending, investment management and benefit payment processing to banks, public entities, corporations, endowments, foundations, insurance companies, Taft-Hartley plans and registered investment advisors.
	Vanguard Systems, Inc. Vanguard Systems is a customer-focused provider of cost-effective Enterprise Document, Records and Workflow Management Systems (EDMS).  We deliver end-to-end document solutions and professional services to clients across the United States and Canada.
	Wright Investors' Service A leading provider of investment solutions to Trust Institutions. For more information, please contact Tim Schaller toll-free at 1-800-232-0013 or at tschaller@wisi.com

Links to external web sites are provided as a courtesy and are for informational purposes only. HWA International, Inc. takes no responsibility and give no guarantees, warranties or representations, implied or otherwise, for the content or accuracy of these third-party sites.