WealthBar
True Link Financial Advisors
Wealthsimple USA
Finary
Betterment RetireGuide
Wealthfront
Affine Finance
Wealthbox
HiddenLevers
Riskalyze
CXi-Registry
Backstop Solutions
eMoney
SimCorp Dimension
Morningstar Advisor Workstation
Pershing Financial Services
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True Link Financial Advisors - Robo advisor for retirees
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Wealthsimple USA - Making smart investing simple, affordable, and beautiful
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Finary - Track your net worth in real-time
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
