Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.

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

Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.

SimCorp Dimension - Investment Portfolio Management

Basecamp - A simple and elegant project management system.

Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.