Financial Planning

A La Carte SaaS

An AI-powered financial comparison platform for energy brokers and financial advisors

ATOM Treasury and Risk

Enterprise treasury management and financial risk automation

Avestor

Capital raising made easy for fund managers

Broadridge Market Analytics

Fund and ETF distribution intelligence for asset managers

Broadridge Wealth Insight Services

Enterprise wealth management analytics and reporting for financial advisors and firms

BudgetPak

Business budgeting software that replaces Excel spreadsheets

CalendarBudget

Money finally makes sense when it's on a calendar

CoinKeeper

Right financial decisions, every day

Credit Suite

Build business credit, improve fundability, and access financing

Decision Critical

Cloud-based business modeling and financial planning software for strategic decision-making

Financier

Better budgeting software inspired by YNAB4 and the envelope system

Ghostfolio

Open source wealth management software for tracking your net worth

IVP Treasury

Active treasury management for hedge funds and asset managers

LiveFlow

AI-powered financial reporting and FP&A automation platform

NinjaTrader

Futures trading platform with powerful tools and low commissions

SS&C Tier1

Capital markets CRM built on Salesforce for investment banking and financial services

Tellus

Real estate powered growth with accessible cash flow

ValueSnap

Automated financial controlling and reporting for SMEs via DATEV integration

Wealth Access

Connected data intelligence platform for banks and wealth managers

WelthWest

AI-powered wealth intelligence and stock market analysis platform

WOWS

Streamline your shareholding structure

Zocks

AI assistant for financial advisors that automates meeting notes, emails, and forms