Service Provider News & Perspectives

February 27, 2020

Alternative Investment Exchange (AIX) Launches Enterprise Technology Platform for Alternative Investments

Led by Joseph P. Ujobai, the AIX platform is poised to transform the alternative investment industry with improved transaction processes and performance reporting

February 21, 2020

AI Insight

AI Insight is the industry’s online go-to resource for alternative investment research, training and compliance support. Join the thousands of advisors...

February 18, 2020

The Entrust Group

For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans...

February 18, 2020

Centersky

Centersky is led by Gary Davi, an innovation award winning Capital Markets/Alt Sponsor CTO and his team of Salesforce Administrators and...

February 11, 2020

Docupace

Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, they’ve dedicated their resources...

February 11, 2020

Riskalyze Provides Tools to Align Client Goals and Risk Tolerance with Portfolio Design

How much investment risk should clients take on? Riskalyze uses leading scientific...

February 10, 2020

CNB Custody

Community National Bank (CNB) was founded in 1984 as a traditional bank by a group of individuals in Nemaha County, Kansas on a philosophy of...

February 5, 2020

Envision Financial Systems

Envision Financial Systems recently celebrated 25 years as a company and has grown its business by delivering innovative, tailored solutions for brokerage...

February 5, 2020

WealthForge

WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded...