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

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.

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

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