Smart RIA Alternatives

LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.

Set proper downside expectations for your clients with real-time, high-velocity, risk-based margin lending algorithms to calculate portfolio risk for advisors.

ABcard - service allows you to issue an unlimited number of cards to pay for advertising accounts. 3 unique BINs for any work tasks, management of a team of media buyers inside a personal account and complete anonymity when paying for traffic.

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

BankApply simplifies the bank account opening process for non-residents and high-risk businesses. Our software matches Your profile with suitable banks and you can create your banking profile.

Read about the latest banking news and trends. Find the best bank accounts, savings accounts and checking information.

Free stock trading service.

OneSumX provides single name and portfolio credit risk analysis with current and future exposures, expected & unexpected credit loss & credit value analysis & adjustments.

Comprehensive, Integrated and Innovative Treasury Solutions

Funding Gates provides credit screening, monitoring and collection tools that enable small businesses to better manage their receivables.

Cloud-based audit, review, and compilation software.

CashNotify is a payments notification app for Stripe.

Other Finance & Insurance

Novus offers a portfolio analytics platform that helps institutional investors manage and analyze their risk, performance and exposures.