David Moore

Metavante Corp. provides account processing services. The firm offers outsourced account processing, electronic bill payment, online banking and mortgage services, customer relationship management and consulting services. It also provides solutions that drive customer relationship management, electronic banking, electronic funds transfer and card solutions, electronic presentment and payment, financial account processing, investment technology and retirement plan services. The company is headquartered in Milwaukee, WI.

Confluence Technologies, Inc. provides investment data management automation solutions. Its services include implementation, training, consulting, custom development, business support, technical support, performance reporting outsourcing service (PROS), price distribution and index reporting. The company was founded by Mark S. Evans in 1991 and is headquartered in Pittsburgh, PA.