Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
RF-SMART - Improve accuracy with RF-SMART's WMS - Inventory management barcoding solutions for NetSuite, Oracle Cloud SCM, Microsoft Dynamics AX, JD Edwards EnterpriseOne, and JD Edwards World.
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Winshuttle - Winshuttle simplifies SAP business processes by providing automated solutions for data movement, workflow applications and data governance.
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.
Global Cash Card - Global Cash Card offers a paycard solution to take your payroll 100% electronic. Our customized payroll card programs are simple to implement and easy to use.