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Personal Capital - Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
MetaTrader5 - World-leading multi-asset platform that allows trading Forex, Stocks, Futures and CFDs.
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Robinhood - Free stock trading service.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.