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


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


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


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


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


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


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.


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