Partnership Network

LEVERAGE OUR DISCOUNTS FOR YOUR BUSINESS & DAY TO DAY

Office supplies

Office Supplies

Cybersecurity

Cybersecurity

Investing

Investing

Operations

Operations

Sales and marketing

Sales & Marketing

Compliance monitoring

Compliance Monitoring

Lifestyle and wellness

Lifestyle & Wellness

Become a partner

Become a partner

Office Supplies

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WeWork is a global network of workspaces where companies and people grow together. We transform buildings into dynamic environments for creativity, focus, and connection. *Discount will be applied as a credit directly from Complect in arrears

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Cybersecurity

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Entreda is a cybersecurity policy enforcement software firm that analyzes and monitors servers, computers, mobile devices and networks financial firms use in order to verify enforcement of security best practices and regulatory guidelines.

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Investing

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Laplace Insights provides investment strategies to advisors for use in their client portfolios. Profitable during the dot-com crash and the financial crisis, our Columbus strategy helps stabilize client portfolios while enhancing overall returns.

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Trade Ideas is a risk management and alpha capture AI platform for portfolios in the U.S. equity markets. Through machine learning A.I.aaS model product/service with integration with leading technologies, we generate alpha from optimized algorithms with trading plans.

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ETNA is a leading trading technology provider to online broker-dealers, digital advisors and FinTech firms. ETNA Trader is a white label online trading platform that enables customer access, provides trading tools and automates internal operations of online brokers, investment firms and other FinTech professionals.

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Operations

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Op Eff analyzes a firm's current operational process and technology systems for weaknesses and areas of improvement and advise technologies based on that. We also offer a comprehensive cloud based platform for handling a fund from inception to liquidation. It provides for a realtime general ledger for portfolio accounting and comes with a CRM to maintain investor relations with a transparent link to back office accounting.

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IMA’s full service insurance brokerage capabilities are deployed to support your risk management strategy. IMA maintains close working relationships with independent professional partners in order to bring you a full range of services that are best designed to fit your needs.

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DNA Behavior is a behavioral sciences firm which uses behavioral data and technology solutions for empowering people to make smart decisions. We use behavioral talent insights to identify up to 5% of employees and advisors who are more likely to cause significant security and compliance risks to the business. In addition, our program uses behavioral finance insights to helps firms achieve a 99.75% level of suitability between the client’s goals, risk profile and the solutions offered.

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HBM International is a leading provider of custom software and data solutions to investment firms - hedge funds, pri­vate eq­uity, fund of funds and other institutional investors. At HBM, we align the right technologies, software and data solutions with strategic business priorities, enabling our clients to automate operations, minimize operational risk and cost, advance decision making, to maximize alpha.

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EFSI is a SOC 1 compliant full service fund administration firm providing a comprehensive suite of cost effective services to all types of U.S. domestic and offshore fund structures and investment strategies. Our services incorporate resilient technology and accomplished staff, providing clients a tailor-made service that allows them to focus on the investment process knowing that critical administrative functions are in safe hands.

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Sales & Marketing

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Swagup provides an assortment of high quality branded items consisting of various items, from notebooks to sweatshirts, bundled together and given out to clients or employees to build brand awareness & loyalty.

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SocialFinServ is the only all-in-one solution specifically designed for the financial services industry. We generate the content, ensure it’s compliant, and distribute it automatically, and your firm has full control over everything.

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Compliance Monitoring

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Lifestyle & Wellness

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Expert in the psychology of business productivity, Barbara Kay Coaching delivers coaching, consulting and speaking on: Growth, Productivity, Clients, Practice Development, Teams and Leadership. Clients include financial services organizations, leaders, teams and professionals across all channels nationwide.

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