A pioneering and orchestrated space for collaboration and exchange among peers, centered on enhancing operational efficiency between wealth managers, banks, and technology and service providers.

Shared intelligence and synergies orchestrated by an independent partner

Leverage the collective intelligence and community strength for distinctive advantages in your organization. Whether you’re a wealth manager, family office, custodian bank, or technology and third-party provider, we offer a structured platform for exchanging insights, fostering innovation, and gathering requirements. Through peer events, we showcase successful approaches, discuss best practices, fostering operational efficiency and creating a win-win-win scenario for all parties involved.


  • Shared insights, best practices and showcases
  • Efficiency study with EAMs, custodian banks and technology providers
  • Ideas and requirements gathering for core apps
  • Community and peer events
  • and much more

Stay tuned!

Be the first to hear about the launch of the community in 2024