
eMoney
Riskalyze
Morningstar Advisor Workstation
SimCorp Dimension
Ziggma
HiddenLevers
Spreadsheet Server
Backstop Solutions
TaskDisplay
TasksBoard
Manage and visualize your Google shared tasks with a full screen for Google Tasks that is integrated with Google apps.
TaskDisplayeMoney 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.
No TaskDisplay videos yet. You could help us improve this page by suggesting one.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
TasksBoard - Manage all your Google Tasks lists in the same board, and move your tasks from one list to another to order them easily.TasksBoard stays synchronized with Google Tasks on Gmail, Calendar, and Google Tasks mobile.
Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.
SimCorp Dimension - Investment Portfolio Management
Ziggma - Ziggma is the web-based Investment Portfolio Management Software that makes investing easy.
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.