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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.
Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
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.
Pulse by Bench Accounting - See the financial health of your business in real-time.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
Wealthbox - Smart CRM for financial advisors