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Member Benefits & Cost
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Become a member of the core person-to-person networking resource for the wealth and investment management industry!  Membership benefits include:


Valuable Networking
Connect with other financial industry professionals to discuss solutions and industry related topics, such as human resources, operations, class action processing, compliance, and integration of other software and services.

Informative Live Events

Attend member meetings and networking receptions - at no additional cost beyond your membership dues - to share best practices and network with local firms in your region.  Traveling to another city?  Attend events outside your region, too. 

Exclusive Access to the The Exchange Website

Gain “Members Only” access to industry related knowledge and software tips in our Knowledge Base, Custom Reporting, Newsletter Archives and more. Other features include the opportunity to respond to polls and to participate in surveys to benchmark your firm within the investment industry.

Experienced Investment Professionals Seeking Opportunities

Get your firm’s job openings posted in our Career Center, published and accessible to knowledgeable candidates throughout the entire investment community.  View resumes of job candidates looking for new opportunities.

Special Member-Only Discounts

Take advantage of discounts offered exclusively to members on custom reporting, educational events, software, services, and more. 

Access to Industry Related Vendors

Connect to the vendors whose services or solutions you could leverage and get exclusive invitations to vendor sponsored functions.

Collective Voice Back to Software Vendors

Join our unified voice and help us provide direct, effective input and feedback on product development for new and existing software products and solutions.


  • $1000. a year for Full Firm Membership, which gives all employees of your firm access to the events and website. This includes one member from each firm attending our National Meeting.
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