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

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

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

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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

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