Categories | Firm |
| |
Best administrator - over $100bn in assets under administration client service | ALPS, A DST Company |
| BNY Mellon |
| Northern Trust |
| SEI |
| State Street |
| U.S. Bancorp Fund Services |
| UMB Fund Services
|
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Best administrator - under $100bn in assets under administration client service | Atlantic Fund Services |
| Gemini Fund Services |
| M3Sixty Administration |
| Ultimus Fund Solutions |
|
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Best administrator - over $100bn in assets under administration | ALPS, A DST Company |
| BNY Mellon |
| Northern Trust |
| SEI |
| State Street |
| U.S. Bancorp Fund Services |
| UMB Fund Services
|
|
|
Best administrator - under $100bn in assets under administration | Atlantic Fund Services |
| Gemini Fund Services |
| M3Sixty Administration |
| Ultimus Fund Solutions |
|
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Best administrator - small and start-up firms | ALPS, A DST Company |
| Gemini Fund Services |
| M3Sixty Administration |
| U.S. Bancorp Fund Services |
| Ultimus Fund Solutions |
|
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Best administrator - technology and reporting | ALPS, A DST Company |
| Gemini Fund Services |
| M3Sixty Administration |
| Northern Trust |
| U.S. Bancorp Fund Services |
| Ultimus Fund Solutions |
|
|
Most innovative fund administrator - over $100bn in assets under administration | ALPS, A DST Company |
| BNY Mellon |
| Northern Trust |
| SEI |
| State Street |
| U.S. Bancorp Fund Services |
| UMB Fund Services
|
|
|
Most innovative fund administrator - under $100bn in assets under administration | Atlantic Fund Services |
| Gemini Fund Services |
| M3Sixty Administration |
| Ultimus Fund Solutions |
|
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Best administrator - overall | ALPS, A DST Company |
| BNY Mellon |
| Gemini Fund Services |
| Northern Trust |
| SEI |
| State Street |
| U.S. Bancorp Fund Services |
| UMB Fund Services
|
|
|
Best transfer agent and shareholder services | ALPS, A DST Company |
| BNY Mellon |
| M3Sixty Administration |
| U.S. Bancorp Fund Services |
| Ultimus Fund Solutions |
| UMB Fund Services
|
|
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Best accounting and audit service | BDO |
| EY |
| KPMG |
| PwC |
|
|
Best tax advisory | BDO |
| EY |
| KPMG |
| PwC |
| The Cantor Group |
|
|
Best risk management technology provider | Broadridge Financial Solutions |
| LiquidityBook |
| National Quality Review |
| Rapid Ratings |
| Wolters Kluwer |
|
|
Best outsourced tech infrastructure provider | Broadridge Financial Solutions |
| Fiserv |
| StarCompliance |
| Wolters Kluwer |
|
|
Best marketing and communications firm | Cognito |
| JConnelly |
| Prosek |
| R.T. Hausler Strategic Marketing |
|
|
Best fund distributor | ALPS, A DST Company |
| U.S. Bancorp Fund Services |
| Ultimus Fund Solutions |
|
|
Best law firm - fund start-ups | Drinker Biddle & Reath |
| K&L Gates |
| Kirkland & Ellis |
| Milbank, Tweed, Hadley & McCloy |
| Morrison & Foerster |
| Ropes & Gray |
| Stradley Ronon Stevens & Young |
| Vedder Price |
|
|
Best law firm - independent counsel/board services | Drinker Biddle & Reath |
| K&L Gates |
| Kirkland & Ellis |
| Milbank, Tweed, Hadley & McCloy |
| Morrison & Foerster |
| Ropes & Gray |
| Simpson Thacher & Bartlett |
| Stradley Ronon Stevens & Young |
| Vedder Price |
|
|
Best law firm | Drinker Biddle & Reath |
| K&L Gates |
| Kirkland & Ellis |
| Milbank, Tweed, Hadley & McCloy |
| Morrison & Foerster |
| Ropes & Gray |
| Simpson Thacher & Bartlett |
| Stradley Ronon Stevens & Young |
| The Cantor Group |
| Vedder Price |
|
|
Best law firm – client service | Drinker Biddle & Reath |
| K&L Gates |
| Kirkland & Ellis |
| Milbank, Tweed, Hadley & McCloy |
| Morrison & Foerster |
| Ropes & Gray |
| Simpson Thacher & Bartlett |
| Stradley Ronon Stevens & Young |
| The Cantor Group |
| Vedder Price |
|
|
Best advisory firm - regulation and compliance | ACA Compliance Group |
| BDO |
| Cipperman Compliance Services |
| Cordium |
| M3Sixty Administration |
| PricewaterhouseCoopers |
| StarCompliance |
| Wolters Kluwer |
|
|
Best middle-office solution | Broadridge Financial Solutions |
| LiquidityBook |
| Northern Trust |
| Ultimus Fund Solutions |
|
|
Best research and data vendor | FUSE Research Network |
| Interactive Data |
| National Quality Review |
| Style Research |
|
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Most innovative technology provider | ALPS, A DST Company |
| Broadridge Financial Solutions |
| Cordium |
| LiquidityBook |
| SalesFocus Solutions |
| Seismic |
| StarCompliance |
| Style Research |
| TradingScreen
|
| Wolters Kluwer |
|
|
Best cyber security service | ACA Aponix |
| Dell SecureWorks |
| eSentire |
| Nettitude |
| StarCompliance |
|
|
Best fund accounting and reporting software | Advise Technologies |
| Indus Valley Partners |
| Linedata |
| LiquidityBook |
| Ultimus Fund Solutions |
|
|
Best portfolio management software provider | Broadridge Financial Solutions |
| Eze Software |
| ITG |
| TradingScreen
|
| LiquidityBook |
|
|
Best custody services | BNY Mellon |
| JP Morgan |
| MUFG |
| Northern Trust |
| State Street |
| U.S. Bancorp Fund Services |
| UMB Fund Services
|
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