List of Companies
114
Club Members
377
Total Companies
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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.
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.
Trizic
Club Member since December 2017
Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
Windham Labs
Club Member since February 2019
Windham Labs, a division of Windham Capital Management, LLC, provides accessible service, sophisticated products, and comprehensive solutions.
Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.
Research is not available
Apex Clearing Corporation
Apex offers account and cash management, paperless account opening and funding processing, automated rebalancing, investment planning, portfolio construction, and other back office services.
Research is not available
BetterWealth
BetterWealth offers advisory services that focus on mutual funds, investments, financial planning, portfolio management, and taxation.
Research is not available
Clover
Clover.com.au is an automated investment service (AIS) bringing online personal financial management to Australians.
Research is not available
d1g1t
d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
DST
DST Systems, Inc. provides technology-based information processing and servicing solutions. It was acquired by SS&C Technologies.
Research is not available
