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Affiliations
The following companies are either interface partners or sponsors at our
annual client conference.
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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.
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The Bank of New York Mellon |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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PrimeVest
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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. |
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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.
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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. |
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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. |
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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. |
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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.
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