3PM Exchanges

 
3PM Manager Exchange

Manager Exchange

Connecting 3PMs and investment managers

Members Only - Click Here

Manager Exchange is 3PM’s hub for managers and marketers to interact as they seek partnerships and opportunities.

  • 3PMs post information about products they are looking to represent.

  • Investment Managers post information regarding their product and distribution channels they want to find a 3PM to work in.

  • Members review the postings on the hub.

  • Postings are FREE for 3PM members.

  • Non-members can also submit a post to Manager Exchange for a cost of $500.

  • Posting run for 1 calendar year and coincide with the membership year.

  • Non-Members: Click here to submit a posting to Manager Exchange.

  • Members click here to submit a posting to Manager Exchange

3PM+Information+Exchange

Education Exchange

Find articles & ask questions about sales and marketing

Click Here

Education Exchange is a place for Members to share information. It includes an assortment of think pieces, thought leadership, and how-to-guides.

In addition, Members can also access press releases from the Association, articles members of 3PM participated in or authored as well as Comment Letters submitted by 3PM’s Regulatory Committee to the SEC, FINRA and MSRB and media outlets regarding new rules and regulations and how they impacting 3PM Members.

3PM News, our monthly newsletter to members is also available to provide updates and information on what’s new and exciting at 3PM.

Click here to access 3PM News.

Click here to submit a posting to Education Exchange.

3PM Resource Exchange

Resource Exchange

Discounted vendor offers / product and service sharing

Members Only - Click Here

Resource Exchange is a hub where Members looking for resources to enhance their businesses can posts requests for products and services. Members can also recommend a product or service they use that they think other Members could benefit from.

  • Members can seek recommendations from other members regarding a specific product or service

  • Industry Associates can post information about a product or services they want Members to know they are offering.

  • Postings are FREE for 3PM members.

  • Non-members can also submit a post to Resource Exchange for a cost of $500.

  • Postings run for 1 calendar year and coincide with the membership year.

  • Email info@3PM.org to submit a posting to Resource Exchange.