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Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!
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.
doxo - doxo helps you organize and pay your bills, manage your paperless documents and store your account...
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...