Contact Us   |   Sign In   |   Join
Menu

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 expereince our 2019 National Members Meeting.

Join us in San Antonio in 2020!

The Exchange Network
Sign In


The Exchange Network brought to you on Vimeo.

The Exchange Network

 


 

 

Calendar more

10/17/2019
Boston Member Meeting

10/21/2019
Chicago Member Meeting

10/29/2019
Addressing Operational Efficiency in a Digital Age - LA

11/12/2019
Proxy Pulse: What the Numbers Tell Us - Webinar

11/14/2019
Custodian Reconciliation Focus Group Call

Premier Sponsors

Association Management Software Powered by YourMembership  ::  Legal