Evernote - Bring your life's work together in one digital workspace. Evernote is the place to collect inspirational ideas, write meaningful words, and move your important projects forward.

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

Workflowy - A better way to organize your mind.

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.

Ghostnote - Add notes to anything.

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