CXi-Registry
Riskalyze
HiddenLevers
Backstop Solutions
eMoney
SimCorp Dimension
Morningstar Advisor Workstation
Pershing Financial Services
Fokas Beyond
Quicken
YouNeedABudget
Our Budget Book Pro
Budget Blitz Pro
SwingTrader
Future Advisor
Daily Expenses License
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Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.
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.
YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
Our Budget Book Pro - Our Budget Book Pro is a virtual budgeteer that enables you to track and manage your finances.