Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
SimCorp Dimension - Investment Portfolio Management
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.
Kuber - Well diversified portfolios of Enterprise Investments Scheme(EIS), SEIS or BPR investments, robust investment governance and consolidated reporting.