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

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

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.

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

Working Papers - Working Papers is flexible project management software solution.

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.