Soft Dollar Partners

Aug, The Exchange!

Established in 1998, AUG is the premier forum for the wealth and investment management industry.  Find, connect and engage personally with professionals like yourself through a variety of member services. Users who join have an edge when it comes to operating their technology solutions in the highly-regulated investment industry.

CFA Institute

CFA Institute - CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations.

Investment Advisor Association

Investment Advisor Association - The Investment Adviser Association is a not-for-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The Association was founded in 1937 as the Investment Counsel Association of America.

Security Traders Association

Security Traders Association - The Security Traders Association is committed to promoting the interests of its members throughout the global financial markets, providing representation of these interests in the legislative, regulatory and technological processes, while fostering goodwill and high standards of integrity in accord with the Association’s founding principle, Dictum Meum Pactum – " My word is my bond ".