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Wealthbox - Smart CRM for financial advisors
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Tillful - Tillful's mission is to unlock capital and increase access to credit for small business owners by using better data.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Railz - Build Financial SME apps using normalized Accounting data
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.