Simple Alternatives

Money Guide Pro is a financial planning software solution.

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

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

Make progress on your money.

Privatsphäre.

Joist is a mobile application to manage estimates, invoicing and accounting for contractors.

Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

Toggl is an online time tracking tool. It features 1-click time tracking and helps you see where your time goes. Free and paid versions are available.

EMX Royalty has a track record of success in exploration discovery, royalty generation, and strategic investments on 5 continents.

The Modern Equity Research Platform by Buysiders for Buysiders

Credit marketplace for peer-to-peer lending

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.