Morningstar Direct - Morningstar Direct is a web-based investment management software that offers you a wide range of features and tools to invest in potential opportunities.

ChargeOver - ChargeOver automates recurring billing, subscription billing, & payment acceptance. A SaaS that integrates with Xero, Quickbooks, & has an API. Free trial.

BlackRock Aladdin - BlackRock Aladdin is an advanced-level portfolio management software that helps you to manage and view your daily investment under the guidance of highly trained investment professionals.

fusebill - Fusebill is the leading recurring billing and subscription management software for businesses. Try Fusebill for subscription billing made easy!

Envestnet Platform - Envestnet Platform is an advanced-level platform that is used to find the best potential opportunities to invest and it helps you to optimize your processes related to wealth management.

MinuteDock - Web-based time tracking software designed to integrate with the Xero accounting package.