List of Companies

35
Club Members
264
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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AgentRisk
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
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Alkanza
Club Member since September 2018
Alkanza is an investment advizory firm that offers an automated online investment service platform.
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Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
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InvestEdge
Club Member since October 2018
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.


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MyVest
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
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Portfolio Pathway
Club Member since October 2018
Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.
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Smartleaf
Club Member since July 2018
Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.
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Trizic
Club Member since December 2017
Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
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Advisor Software
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.