List of Companies

Club Members
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WWW Inst Twitter
Club Member since January 2019
55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
WWW Inst Twitter
Accusource LLC
Club Member since August 2019
Accusource LLC is a service company involved in outsourcing solutions for investment firms, including back-office reconciliation, statement digitization, integration to the general ledger, portfolio accounting, and performance validation.
WWW Inst facebook
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
WWW Inst Twitter
Advisor Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
WWW Inst facebook Twitter
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.
WWW Inst facebook Twitter
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
WWW Inst Twitter
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
WWW Inst facebook Twitter
Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
WWW Inst Twitter
BNP Paribas Asset Management
Club Member since September 2019
BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
WWW Inst Twitter
Club Member since December 2018
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.