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

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

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

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

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

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

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

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

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.

Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.