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Partners

Addepar

  • Technology partner

  • Wealth management and portfolio data platform built for RIAs, family offices, and wealth managers

  • Addepar sends client holdings and transaction data to CCC so we can identify eligible claims, file on your clients' behalf, and recover money owed in securities and antitrust class action settlements, with no manual data gathering.

Black Diamond

  • Technology partner

  • The integration allows for a seamless, automated flow of historical portfolio accounting and transaction data from the Tamarac reporting platform directly into CCC's class action tracking engines.

Advent / SS&C

  • Technology partner

  • SS&C Advent integrates directly with CCC to automate securities and antitrust class action claims recovery for firms using its portfolio accounting and wealth management systems. Existing transaction data becomes recovered settlement dollars.

BetaNXT

  • Corporate action partner

  • Provider of wealth management technology with real-time data capabilities and an enhanced advisor experience. Working with CCC, BetaNXT helps wealth firms offer class action recovery services to more advisors and their clients.

  • CCC is exclusive provider of class action services within their respective Asset Servicing offering

Envestnet / Tamarac

  • Technology partner

  • Through CCC's partnership with Envestnet | Tamarac, Registered Investment Advisors (RIAs) can link portfolio data directly to CCC and automate the tracking, filing, and recovery of class action settlement funds on behalf of their clients.

FIS Global

  • Corporate action partner

  • Global provider of financial technology for institutions, helping connect institutional portfolio and transaction data to CCC's class action recovery services

  • CCC is exclusive provider of class action services within their respective Asset Servicing offering

Orion

  • Technology partner

  • Orion advisors can automatically push household- and account-level data to CCC, sharing the full trade history needed to identify and file securities class action claims on behalf of their clients. Works with both Orion Account-Level Data and Orion Household-Level Data.

TaxTec

  • Corporate action partner

  • AI-driven innovator in global tax reclamation. Paired with CCC's class action recovery, TaxTec helps investors reclaim more of what they're owed.