Highlights

Pay for only what you need

Pay for only what you need

The Exchange offers transparent, tiered pricing that can save you 50-70% compared to other solutions. Simply search, add, or delete the solutions your business needs at any given time. Why pay for unnecessary extras bundled in other solutions?

Create your own community

Create your own community

The Exchange removes traditional barriers to connect wealth managers with the best independent research, advice and guidance. Instead of limiting options to a select list, we let you add any provider to your Exchange, so you can create a unique investment community that works for your business.

Expand your offering in a few clicks

Expand your offering in a few clicks

Stay relevant in a changing marketplace with the Exchange’s unbundled open architecture. You can quickly add new capabilities by selecting innovative fundamental, quantitative, quantimental, and impact investing solutions. As needs change, you can adapt solutions accordingly. It’s like having a team of virtual investment strategists on hand to solve any client challenge.