List of Companies
114
Club Members
377
Total Companies
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RiskPro
RiskPro is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting portfolios for their clients.
Research is not available
RobustWealth
RobustWealth offers portfolio management, financial planning, and risk analysis services.
Research is not available
Russell Investments
Russell Investments provides multi-asset investing solutions to institutional investors, as well as to individuals via financial advisors.
Research is not available
Salentica
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
Research is not available
Scivantage
Scivantage provides web-based front and middle-office technology solutions for the financial services industry.
Research is not available
SEI
SEI Investments Co. is a publicly owned asset management holding company.
Research is not available
SEI Archway
SEI Archway helps private wealth management firms better serve their ultra-high-net-worth clients through a single, integrated technology offering.
Research is not available
SelfWealth
SelfWealth Limited operates as an online peer to peer trading and brokerage company in Australia
Research is not available
Skience
Skience is a wealth management platform that streamlines and automates time-consuming, error-prone business processes. Featuring out-of-the-box integration with leading custodians and technology providers, it empowers broker-dealers and RIAs to unify their technology, increase productivity, and deliver a superior client experience.
Research is not available
Smarsh
Smarsh provides cloud-based archiving and compliance solutions for broker-dealers, investment advisors, hedge funds, private equity firms, exchanges, commercial and retail banks, lenders and insurers.
Research is not available
