Shaping the future of digital investing
With today's investment solutions, finding the exact solutions you need to meet your clients' goals is like searching for a needle in a haystack. "More" isn't better for business - you pay a hefty price for bundled features that don't add value to your firm.
We believe in a new approach that puts wealth managers in control of their investment aolution design and delivery.
Launched in 2016, MMxCHANGE is a groundbreaking new digital marketplace that lets you design, build and control your own custom investment solution - without paying for extras you don't need. This revolutionary approach saves up to 50-70% of the cost of other solutions and ushers in the future of digital investing.
MMxCHANGE’s unbundled open architecture lets you select the solutions you need, when you need them, so you can always meet your clients’ specific goals in a quickly changing market. Investment models are delivered straight to your portfolio management system, so you can control trade execution.
By removing traditional barriers, MMxCHANGE connects wealth managers with the most innovative independent research, advice and guidance experts in the country. It enables you to solve problems faster and stay relevant to clients while controlling your costs.
Through unprecedented flexibility and control, MMxCHANGE is shaping the future of digital investing.