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WHY GO IT ALONE?

Welcome to The Exchange Network!  New URL.  Same great networking resource! 
Established in 1998 as the premier forum for the wealth and investment management industry.  Find, connect and engage personally with professionals like yourself through a variety of member services. Users who join have an edge when it comes to operating their technology solutions in the highly-regulated investment industry.

 

Gain an EDGE as a...

•  Current Member - take advantage of live and virtual events and find users like you!
•  Sponsor - get your company noticed by The Exchange members through our Sponsorship Opportunities!
•  Survey Participant - receive valuable Operations & Compensation Survey bench-marking data! 
•  Job Seeker - post your resume and view job openings in our Career Center!

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Calendar more

9/26/2019
GIPS Focus Group Call

10/17/2019
Boston Member Meeting

10/21/2019
Chicago Member Meeting

10/23/2019
Addressing Operational Efficiency in a Digital Age

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