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Partners - Member Benefits Providers

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3PM has partnered with the following Providers to offer its Members discounts to the following products and services. For more information about these offers, members should visit the Members-Only page on the Associationís website

Creative Markting Alliance
Creative Markting Alliance ("CMA") Association Management has successfully served a diverse range of international, national and regional association clients for nearly two decades. A full-service association management and marketing company, we offer turnkey solutions with expertise in Executive Leadership and Governance, Financial Management, Member Services, and Marketing Services including in-house design studio, interactive media and public relations. CMA’s PromoPlus Affinity Program offers discount savings and rebate money back to 3PM to boost non-dues revenue.

Financial Investment News  is the number one provider of sales and marketing tools for investment managers in the U.S. FIN offers 3PM Members an exclusive discount on FINsearches as well as their publications FINdaily, Nonprofit News and Emerging Manager Monthly.

Informa Investment  Solutions, Inc.

Informa Investment Solutions, Inc. (“IIS”) provides investment professionals with customized systems and outstanding services for use in their own client relationships. PSN Enterprise is Informa’s web-based application powered by the PSN investment manager database, the most comprehensive data source for separate account information. PSN Enterprise gives you the ability to measure performance, conduct detailed statistical analysis and assess risk.3PM Members receive a substantial discount on the product’s standard list price.

Meridian-IQ is the newest, deepest and most up-to-date database of Registered Investment Advisors on the market and also represents the next generation sales and marketing workflow engine incorporating the deepest and most accurate advisor database, time management tools and business planning software. Meridian-IQ has been developed by a team with decades of combined experience working with hundreds of financial institutions to help them utilize information and tools to most effectively drive their sales, marketing and research efforts in the RIA channel. Meridian-IQ is the first system of its kind to deliver both the data and software tools needed to efficiently maximize your business with advisors. 

 

Opal Financial Group
Opal Group coordinates leading institutional investment and securitization events in both Europe and the United States. Institutional investment conferences are designed for executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planners, 401 (k) Plans, Investment Consultants, Broker/dealers, Rating Agencies, Lawyers, Accountants and High-Net-Worth Individuals. Our securitization events target decision makers in both Asset-Backed and Structured Finance.
Opal provides the most current information on recent market trends and global competition, while allowing face-to-face networking opportunities between industry leaders. Our conferences provide delegates with the necessary information and networking opportunities to help their business grow in today's competitive business arena.
Our focus at Opal is to provide a unique atmosphere where the emphasis is on education, not sales or marketing. This ensures the highest quality in all aspects for each event. We are viewed as the business information organization that is professional, yet allows for a comfortable environment within an interactive and educational forum.