List of Companies
114
Club Members
377
Total Companies
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Advisor360°
Advisor360° is a SaaS platform that has CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.
Research is not available
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Research is not available
Advisys
Advisys creates the financial planning and insurance sales solutions for professionals.
Research is not available
ADVIZE
Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene.
Research is not available
Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients. Acquired by Orion Advisor Services
Research is not available
Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.
Research is not available
Algo-Lead
Algo-Lead provides day trading software that recommends potential longs and shorts in the US equity market in real time.
Research is not available
Ally Invest
Ally Invest is a digital financial services company providing discretionary portfolio management services to their clients through web‐based solutions.
Research is not available
Alphacorecap
AlphaCore designed MyfactorE. It is powered by machine learning abd uncovers the risks and exposures of multi-asset portfolios.
Research is not available
Anaplan
Anaplan is recognized and awarded by industry experts, analysts, and influencers for its technology, innovation, and vision.
Research is not available
