— Founded in 1982 as an advisory firm focused on value investing — Made multiple acquisitions over the years via a growth strategy, including two broker-dealers, another advisory firm and a municipal bond underwriter and municipal advisor — Sought a reporting platform that could integrate data from their clearing firm as well as their custodian BENEFITS: — Provided Caldwell Sutter with a tightly integrated technology solution for their hybrid RIA/BD business — Enabled Caldwell Sutter to become GIPS compliant — Provided a powerful technology solution to serve clients no matter where their money is located

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