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Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Morningstar Direct - Morningstar Direct is a web-based investment management software that offers you a wide range of features and tools to invest in potential opportunities.
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Envestnet Platform - Envestnet Platform is an advanced-level platform that is used to find the best potential opportunities to invest and it helps you to optimize your processes related to wealth management.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
Tykr - Tykr is a platform that empowers people to become great investors. It provides all the data and knowledge to invest confidently.