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.

Money Manager Ex - Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software.

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.

MoneyTrackin - MoneyTrackin is online money and other financial management system for getting full command and control over the entire financial life by using the easy to use yet powerful financial management tools.