Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

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.

Homemoney - HomeMoney: free service for planning of personal budget, family budget, small business budget. Possibility to reduce expenses and budget planning, accounting for small business.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Receipts - Smart document collection for macOS