List of Companies

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Club Member since September 2017
AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.
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Advisors Assistant
Club Member since May 1977
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.

Appcrown is an application integrator for broker-dealer and RIA firms.

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Concenter Services
Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms.

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Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
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Redtail Technology
Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.

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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.

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The Athene Group
Athene is a technology development company that offers a range of tailor-made, strategies and consultation services to help businesses across diverse industries tackle their customer relationship management (CRM) and cloud-based challenges.

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Third Financial Software
Third Financial Software develops wealth and investment management software solutions, that combine portfolio management, CRM, performance, compliance, risk, client reporting, and investment management tools.