AuditFile - Cloud-based audit, review, and compilation software.

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

Conga Document Generation - Every document has big potential to help push your business forward. Unleash that potential with Conga's engaging documents capabilities and see how easy it can be to build, manage, and work on documents anywhere business takes you.

SimCorp Dimension - Investment Portfolio Management

Worldox GX4 - Worldox creates easy to use document and email management tools for businesses of all sizes. Improve workflow with the best mobility and sharing software

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