BankApply’s AI-powered matching engine helps individuals and businesses to find the most suitable banking option for their needs.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
IBSFINtech - Comprehensive, Integrated and Innovative Treasury Solutions
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Bank Information - Read about the latest banking news and trends. Find the best bank accounts, savings accounts and checking information.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
SmartRisk - Set proper downside expectations for your clients with real-time, high-velocity, risk-based margin lending algorithms to calculate portfolio risk for advisors.