List of Companies
114
Club Members
377
Total Companies
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NEXA Insights
Club Member since August 2019
NEXA insights provides client experience surveys & analytics and enables RIAs to research client opinions, analyze responses, maximize client retention, build client loyalty and better position themselves among prospective clients.
NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Nucoro
Club Member since August 2019
The Nucoro Wealth Engine provides solutions to automate, personalize, and accelerate wealth management for businesses who want to grow and thrive in the modern world.
Openinvest
Club Member since May 2019
OpenInvest is a Public Benefit Corporation (PBC) dedicated to using technology to bring honesty and transparency to financial services.
Oranj
Club Member since October 2018
Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
Orion Advisor Services
Club Member since May 2019
Orion Advisor Services is a privately held portfolio accounting service bureau for financial advisors.
PlanPlus
Club Member since February 2018
PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
Polaris Portfolios
Club Member since February 2019
Polaris Portfolios is an automated investment service helping individuals and their families receive fiduciary-driven investment advice and achieve their financial goals.
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.
PPRO
Club Member since Since April 2021
PPRO is a specialist for Alternative Payment Methods focused on supporting PSPs globally.
