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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!

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Calendar more

2/25/2020
Northeast Regional Meeting - Boston

3/3/2020
Cybersecurity Focus Group Call

3/11/2020
UMA/SMA Focus Group Call

3/18/2020
CSSI Portal+ Overlay & Reporting Tool

3/31/2020
Class Actions: Are You Keeping Up With The Surge?

4/22/2020 » 4/24/2020
2020 National Members Meeting

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