List of Companies
114
Club Members
377
Total Companies
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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.
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.
Redtail Technology
Club Member since July 2019
Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.
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.
