Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Purp - A smart to-do list and goal tracker app
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.
Byozo - A goal tracker for the ambitious 👑
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Streaky - Achieve daily goals and build your personal streak 🔥