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List of Companies

84
Club Members
308
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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Advyzon
Club Member since June 2019
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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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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Practifi
Club Member since May 2019
Practifi is the business management platform for financial advice, retirement and insurance.
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Redtail Technology
Club Member since July 2019
Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.
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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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XLR8 / Concenter Services
Club Member since June 2019
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
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Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.


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