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List of Companies

55
Club Members
285
Total Companies
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AdvisorEngine
Club Member since September 2017
AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.
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First Rate
Club Member since January 2019
First Rate helps wealth management companies grow, thrive as stewards of their clients' investments, and foster superior client relationships.
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NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
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Salesforce
Club Member since January 2019
Salesforce is a global cloud computing company that develops customer relationship management (CRM) solutions and provides business software on a subscription basis.
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Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.


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Advyzon
Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.


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Appcrown
Appcrown is an application integrator for broker-dealer and RIA firms.


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Backstop Solutions Group
Backstop Solutions Group, LLC is a privately held Software-as-a-Service platform company, providing cutting-edge software to hedge funds, funds of funds, endowments and other institutional investors.


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Concenter Services
Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms.


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FA Solutions
FA Solutions is a provider of solutions to Nordic asset managers, private banks and family offices.