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

SendRecurring - SendRecurring allows you to setup, send, and maintain scheduled email reminders.

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.

Recurrr - Send recurring emails

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

Followup.cc - FollowUp for email is a lightweight productivity suite that keeps your conversations and tasks from slipping through the cracks. Set perfectly timed reminders that arrive at the top of your inbox, right when you need them.