eMoney
Riskalyze
Morningstar Advisor Workstation
SimCorp Dimension
Ziggma
HiddenLevers
Spreadsheet Server
Backstop Solutions
Claude Code
Cursor
warp by spolu
Windsurf Editor
GitHub Copilot
Google Antigravity
opencode
replit
Claude CodeeMoney is recommended for financial advisors, planners, and institutions looking for an efficient way to manage their clients' financial plans and engage them with detailed, interactive planning tools. It's also suitable for those who prioritize having a secure and integrated platform for financial management.
I just purchased 20 bucks package of claude and now its working as a full time employee for me.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Cursor - The AI-first Code Editor. Build software faster in an editor designed for pair-programming with AI.
Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.
warp by spolu - Secure and simple terminal sharing
SimCorp Dimension - Investment Portfolio Management
Windsurf Editor - Tomorrow's editor, today. Windsurf Editor is the first AI agent-powered IDE that keeps developers in the flow. Available today on Mac, Windows, and Linux.