Our Partners

CFM has developed strategic partnerships with organizations that share our commitment to excellence and whose expertise will add the most value to our solutions and clients. ​​​​

Our strategic partners represent the leading providers in three key areas: Financial Services, Healthcare and Insurance. This network of partners, combined with our expertise and solutions, gives our clients access to the highest level of domain, industry and technology expertise. Together, we align our go-to-market activities around meeting our clients’ GRC needs and challenges.
Financial Services
SunGard is one of the world’s leading software and technology services companies. SunGard has more than 20,000 employees and serves 25,000 customers in 70 countries. SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue exceeding $5 billion, SunGard is ranked 380 on the Fortune 500 and is the largest privately held business software and IT services company. 

Headquartered in Wayne, Pennsylvania, SunGard is comprised of four businesses - Availability Services, Financial Systems, Higher Education and Public Sector - that provide technology services and infrastructure, and software and processing solutions. 

Click here to learn more about SunGard.
Providing Compliance and Business Consulting services in a clear, logical and tailored approach for financial services firms. Regulatory Compliance offers ongoing compliance services to Broker-Dealers, Registered Investment Advisers, and Hedge Fund Managers through our PartnerPrograms, Regulatory Examinations and Testing, FINOP services, Registrations, Business Assessments, and more. For over 25 years, our highly trained and experienced staff, along with our strategic alliances, have been able to help keep firms in Compliance and even allowing them to branch out by "Going Independent".
For additional information please visit us online at  www.regulatorycompliance.com  or call 1-888-REG-COMP (734-2667). 

​Accordo is a full service, solutions-oriented compliance consultancy to the financial services industry, with professionals that have extensive institutional and regulatory expertise. Accordo’s consultants view the compliance programs of established companies with a focus on detecting risk, and design and drive the compliance programs of younger start-up ones critical to running an efficient and effective compliance program.

CFM has partnered with Accordo to enhance the Regulatory Matrix for Broker-Dealers with Impact Statements. Accordo markets this solution as OneStream .

To learn more about Accordo, please contact them at 646-868-8150 or  info@accordo-cs.com , or visit their website at  www.accordo-cs.com .
Over 850 financial services companies in more than 70 countries around the world turn to LIMRA first to help them build their businesses and improve their performance. These members rely on LIMRA’s 90 years of industry experience, along with resources in Research, Consulting, Assessment, Development, and Compliance and Regulatory Services to: 
  • Chart a clear course for the future
  • Benchmark their competition
  • Create new products, open new markets
  • Add distribution channels—independent producer, bancassurance, and worksite
  • Increase distribution productivity
  • Assess, train and manage productive sales forces and distribution networks
  • Meet the challenges of increasing regulation
  • Identify and develop the next generation of leaders
And much more. 

In a rapidly changing marketplace, companies call LIMRA first for their combination of industry insight, practical solutions, and unwavering commitment to success.