Future Advisor
Fokas Beyond
Quicken
Budget Blitz Pro
Our Budget Book Pro
YouNeedABudget
Daily Expenses License
SwingTrader
Backstop Solutions
Riskalyze
CXi-Registry
HiddenLevers
SimCorp Dimension
eMoney
Morningstar Advisor Workstation
Pershing Financial Services
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Fokas Beyond - Fokas Beyond is a Stock market investment application that helps you wisely invest and save your money.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Budget Blitz Pro - Budget Blitz Pro is a money tracking and planning application that facilitates users by combining their personal and business financial history so that they can easily audit it.
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.