Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Money Guide Pro - Money Guide Pro is a financial planning software solution.
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.