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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 is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.

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

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

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

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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 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 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 is a portfolio stress testing platform for financial advisors worldwid.