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Advisors Assistant
Club Member since May 1977
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.

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Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene.

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Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.

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Fifth Third Bank
Fifth Third Bank provides banking products and services for personal and business needs.

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Financial Engines
Financial Engines is an online investment manager providing retirement account services for individuals.

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The Hydrogen platform features powerful REST APIs with modules built for fintech.

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IRESS is a principal supplier of sophisticated share market and wealth management systems in Australia.

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Moneymeets provides a social trading platform where rofessional traders and experienced users can recommend investment strategies and individual products to other members.

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It acquired TRX (a rebalancing software solution for RIAs), HelloWallet, RightPond, InvestSoft Technology and PitchBook Data.

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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.