List of Companies
114
Club Members
377
Total Companies
Filter by:
InvestCloud
InvestCloud creates custom solutions for better decision-making from client communications (client portals and reports), and client management (advisor portals and CRM) to digital warehousing, data analytics and accounting.
Research is not available
Jacobi
Jacobi is an intelligence platform for investment managers.
Research is not available
KapitalWise
KapitalWise powers deeper relationships between financial institutions and their customers, offering personalized recommendations.
Research is not available
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
Research is not available
Liqid Investments
LIQID a digital wealth management platform to individuals to help them manage their assets.
Research is not available
MarketRiders
MarketRiders is an automated investment service that empowers registered members to build and manage portfolios of ETFs.
Research is not available
Mirador
Mirador, LLC combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.
Research is not available
Money Tree Software
Money Tree Software offers professional financial planning solutions for advisors.
Research is not available
Money.Net
Money.Net provides real-time market prices along with all of the relevant fundamental reference data for global markets.
Research is not available
MoneyPark
MoneyPark is a Switzerland's independent provider for personalized financial advice connected to mortgages, retirement, investment products, pension planning and householders' insurances.
Research is not available
