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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.
Newtek - Newtek is the total business solutions provider of lending, payments, technology, payroll & benefits, insurance, and more.
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.
Funding Gates - Funding Gates provides credit screening, monitoring and collection tools that enable small businesses to better manage their receivables.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
AuditFile - Cloud-based audit, review, and compilation software.