List of Companies

14
Club Members
151
Total Companies
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AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
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Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.


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BlazePortfolio
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.


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Easyfolio
Easyfolio is a German financial services company that enables its customers to invest in diversified portfolios.


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Everysk
Everysk specializes in forward looking stress testing and risk attribution for multi-asset, multi-currency, long-short portfolios.


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Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
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Feelcapital
Feelcapital operates an online advisory platform that offers investment advice for funds.


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


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Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.


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HiddenLevers
HiddenLevers is a portfolio stress testing platform for financial advisors worldwid.