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About Us


The Exchange Network is committed to being a valuable member networking organization for the wealth and investment management industry.



To create focused and engaging opportunities for member networking in multiple formats so that members can interact on industry-related topics; collaborate on tips, tricks, and best practices; and interact with and channel feedback to industry service providers.





Established in 1998. The idea started in 1996 at an Advent Software conference, a group of firm professionals realized the value they could provide one another in sharing workflow issues and solutions. They came together to provide a unified voice to users. Shortly after they formalized a mission statement and formed what was then known as the Advent Users Group. This organization remained independent of any outside influence and remains so to date.


Events were created, including both virtual and in-person meetings as well as a successful online presence. Over the years, working closely with the Advent company, the online forums were used to help launch the Advent Direct Community.


In 2015 members voted to modify eligibility requirements and open membership to a broader audience. Today, The Exchange Network is a non-profit organization that includes members from across the financial industry using a variety of products. Members gain the experience and knowledge from others within the industry and in the same positions within their firms across the country.













The Exchange Network


More InfoHide Info ]
The Exchange Bylaws - contain details of the organization's purpose, membership eligibility, and elections. Copies are available here to review or download.
Item Name Posted By Date Posted
The Exchange Bylaws dated December 2018 PDF (180.86 KB)  more ] Administration 2/14/2019
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