Bellomy Research, Inc. is a full-service marketing research consultancy, providing a wide range of research services to address clients’ needs from qualitative research to all types of quantitative research and analytics services. BRI is proud to be recognized as a Honomichl Top 50 US research company.

BRI is a Female-Owned Business Enterprise (FBE) that has been in business for over 30 years and adheres to all CASRO guidelines, including CASRO’s code of ethics.

ChannelMining Solutions is a full-service consulting firm that brings investment companies closer to their customers. Our approach is designed to make your sales and marketing more effective and profitable – quickly -- whether you want to create efficiencies in your current operation or reinvent your business. Our extensive experience in the financial industry means we understand your business environment, opportunities and obstacles. That’s Real Understanding. Real Solutions. Real Time.

Discovery - The Financial Information Group Inc. provides sales and marketing tools to the country's leading financial institutions. The Discovery products are intuitive and powerful Web-based databases allowing users to select from Registered Investment Advisers, Registered Representatives, Broker/Dealer firms, Insurance Agents or bank and non-bank Trust Companies. These comprehensive databases enable users to create customized segments, conduct analytics, identify qualified prospects and increase client base through profiling and segmentation. Discovery-MAX offers tactical services to clients who desire assistance with maximizing their marketing and sales efforts.

Interactive Communications, Inc. is a sales consulting firm that helps financial services companies acquire, build, and retain long-term client relationships. We do this by increasing the effectiveness of front line sales people and first line sales management.

The Money Management Institute(MMI) is the national organization for the managed account industry, representing portfolio manager firms and sponsors of investment consulting programs.