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Bench - Bench is the online bookkeeping service.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Pilot - Focus on your business, knowing that our expert bookkeepers, aided by software superpowers, are taking care of your books.
HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.
Picktime - Picktime is a free online appointment scheduling platform that lets you manage your business seamlessly. You can manage your appointments, classes and much more with our online booking system.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.