Smart RIA
SmartRisk
LoanHD
Riskalyze
BankApply.eu
Bank Information
OneSumX Credit Risk
Ziggma
Working Papers
Money Guide Pro
Creditsafe
Quicken
ReadSoft
Morningstar Direct
BlackRock Aladdin
CCH Intelliconnect
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SmartRisk - Set proper downside expectations for your clients with real-time, high-velocity, risk-based margin lending algorithms to calculate portfolio risk for advisors.
Money Guide Pro - Money Guide Pro is a financial planning software solution.
LoanHD - LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.
Creditsafe - Creditsafe offers solutions for online commercial credit information and reports.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.