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.
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.
Practifi
Club Member since May 2019
Practifi is the business management platform for financial advice, retirement and insurance.
Quovo
Club Member since June 2018
Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions.
Responsive AI
Club Member since September 2019
Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
Riskalyze
Club Member since September 2018
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
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.
Totum Risk
Club Member since June 2018
Totum is the digital risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
TradingView
Club Member since April 2019
TradingView is an advanced financial visualization platform with the ease of use of a modern website. It is the most active social network for traders and investors.
