Smart RIA Alternatives [Page 3]

SilverSiphon is an integration that creates a Stripe bank feed in Xero.

EPM Maestro Suite is a product set developed to complement Oracle Hyperion Financial Management (HFM) that enhances and enriches any Oracle Hyperion Financial Management implementation.

Advanced payment management software

Visit website Open Source paid $200.0 / Annually

Sentifi is a crowd-intelligence company giving access to what the participants in the global financial market communicate on issues driving the market and on what they think on different assets.

Automated portfolio management monitoring your investments

Future-Proof Your Business with ACE Cloud and Security Synergy

freemium $34.99 / Monthly (per user per month)

Well diversified portfolios of Enterprise Investments Scheme(EIS), SEIS or BPR investments, robust investment governance and consolidated reporting.

SBS is a solution designed to handle any complex billing scenario while ensuring that all revenue and expense recognition account accurately

Be the first to know about news and market moving analysis on the stocks you follow.

Convert transaction files to a format your accounting software imports. Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable.

Access FocalPoint is a scalable project accounting software solution.

The first risk-based software dedicated to investment valuation, capital budgeting and project portfolio management. Discover a user-friendly solution for all kinds of businesses.

360 View is the growth platform developed for banks and credit unions, providing all the tools necessary to maximize team’s performance

Forefield Advisor is a sales, education, and client communication tool enabling financial advisors to deliver current resources.