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Grove - Personalized financial planning for everyone
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Betterment - We manage your investments so you don't have to.
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Inbox Creature - A super cute virtual pet, delivered right to your inbox.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.