CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.

Timehop - Your digital life history

Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

PastBook - PastBook is an online service that allows you to create your own beautiful photobooks and share them with friends and family.

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.

StoryWorth Holiday Gift - A year of family stories bound in a keepsake book.