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Connecting the Financial Community

Welcome to The Exchange Network! 
Since 1998 The Exchange Network is committed to being a valuable member networking organization for the wealth and investment management industry. Users who join have an edge when it comes to operating their technology solutions in the highly-regulated investment industry. The Exchange Network supports all levels of firms; from entry level, operations associates, and middle and back office to senior management and C Suite, The Exchange Network has the tools to help you succeed.

 

 

Join today and 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!

 

 

Watch video below to experience our 2019 National Members Meeting.

Join us in San Antonio in 2020!

The Exchange Network
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Calendar more

1/22/2020
GIPS Focus Group Call

2/12/2020
Trading Focus Group Call

2/13/2020
Custodian Reconciliation Focus Group Call

2/19/2020
Midwest Regional Meeting - Chicago

2/25/2020
Northeast Regional Meeting - Boston

3/3/2020
Cybersecurity Focus Group Call

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