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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 IT, cybersecurity, compliance, operational efficiencies, and software integration. 


Professional Development

Attend regional member meetings, networking receptions and the annual national member meeting. Participate in focus group calls and online forums

Exclusive Access to the The Exchange Website
Gain “Members Only” access to industry related knowledge and software tips in our Knowledge Base, online forums, and focus group calls. 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

Posted open positions at your firm in our Career Center and 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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