Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.

Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.

Money Guide Pro - Money Guide Pro is a financial planning software solution.

Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.