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SS&C Technologies is a global provider of financial services software and outsourcing solutions to financial institutions, hedge funds, insurance entities, commercial lending companies and real estate property managers. It offers mission-critical processing solutions for information management, analysis, trading, accounting, reporting and compliance. SS&C was founded in 1986 and has corporate headquarters in Windsor, Conn. It also has offices throughout North America, Europe, Asia Pacific and Australia. In 2005, SS&C was acquired by The Carlyle Group, a global private equity firm with $31 billion under management. Carlyle invests in buyouts, venture capital, real estate and leveraged finance in Asia, Europe and North America. Carlyle focuses on aerospace and defense, automotive and transportation, consumer and retail, energy and power, health care, industrial, information technology, business services, and telecommunications and media.

Plan It Retail, located in Windsor, CT, specializes in maximizing return on investment for businesses through targeted local marketing strategies that drive traffic and sales while ensuring cost efficiencies. With extensive experience across the client, media, and agency sides of the industry, they leverage sophisticated technology and intelligent business insights to deliver effective marketing solutions. The firm supports over 40,000 retail locations and has managed substantial media investments, resulting in billions of media impressions and significant savings for their clients. Their comprehensive services include strategy planning, investment management, implementation, performance measurement, and the development of custom web tools. Generated from the website

Limra International is a member-owned organization that works to meet the marketing information needs of companies involved in marketing annuity, disability, health, life, mutual fund and retirement savings products. Limra assists its clients by focusing on the effectiveness of marketing and distribution of professional development programs, personnel selection, assessment tools, compliance services and in-force marketing programs. The organization serves more than 800 financial services organizations in 60-plus countries. The organization offers its clients memberships. There are four classes of members: regular, international, associate and affiliate. Each class has unique privileges and responsibilities. Membership is limited to financial service organizations. The organization has its headquarters in Windsor, Conn., and several satellite locations in Miami, Australia and Canada.