Perfect Wiki
Dropbox Paper Mobile
DoSheets
Process Street
Confluence
Nova Code Editor
Tettra
Pages by Process Street
HiddenLevers
Riskalyze
CXi-Registry
Backstop Solutions
eMoney
SimCorp Dimension
Morningstar Advisor Workstation
Pershing Financial Services
Create pages with user guides, onboarding, SOPs, and more—all within Microsoft Teams.
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Everything the MS Teams app is missing, Perfect Wiki gave me! No more losing precious content, I can protect all my pages from edits with the simple rights management. Setting up the wiki was super easy too - just seconds and we were making pages in MS Teams channels. I recommend Perfect Wiki to all my tech-savvy friends - we all agree that as of today its' the best way to share knowledge in Microsoft Teams. Very cheap too.
Dropbox Paper Mobile - Organize your team’s knowledge in a single place
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
DoSheets - Building blocks for your business
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Process Street - Create beautiful rich process documents in a simple to follow checklist format. Fast, free and incredibly simple to use.
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
