Monarch
Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.
Koyfin
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
Qonto
Qonto is a business banking app offering local IBANs, payment cards, flexible transfers, and tools for invoice and spend management.
LivePlan
LivePlan is a cloud-based app that assists small businesses and startups in creating business plans, budgeting, forecasting, and performance tracking.
Betterment
Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.
Investipal
Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.
Fathom
Fathom is an analysis tool for monitoring business performance, profitability, and key metrics, integrating with financial software for reporting and benchmarking.
Venture360
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
Dasseti
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Carta
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Caflou
Caflou is an online project management tool that helps users manage projects, budgets, and team performance efficiently.
Zeller
Zeller is a financial app offering integrated solutions for payments, invoicing, accounts, and cards, designed for Australian businesses to manage their finances effectively.
Runway Financial
Runway Financial is a financial management app that helps users track finances, set budgets, and manage financial operations securely.
Sibill
Sibill helps SMEs manage cash flows, reconcile invoices, and track accounting easily on a single platform with an organized approach.
Causal
Causal is a tool for building financial models with variables and visual dashboards, allowing easy sharing and data integration for analysis.
Reach Reporting
Reach Reporting automates financial and non-financial data reporting, forecasting, and budgeting with customizable dashboards and visualization tools.
RightCapital
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Tresmark
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
Syft Analytics
Syft Analytics is a financial reporting software that helps accountants and businesses create reports, forecasts, and analyze data for informed decision-making.
Enfusion
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
Agicap
Agicap is a financial management app that helps businesses manage cash flow, monitor finances, and improve liquidity through integrated solutions.
Kubera
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
PennyFlo
PennyFlo is an AI-driven platform for managing company cash flow, automating payments, and consolidating financial data from multiple accounts.
Fiskl
Fiskl is an AI-powered finance management app for small businesses, offering accounting, invoicing, and reporting tools accessible via mobile.
Float Cash Flow
Float Cash Flow is a tool for businesses that forecasts cash flow accurately, automates finance processes, and integrates with accounting software for real-time insights.
Modern Treasury
Modern Treasury is a payment operations software that manages money movement, offering cash visibility, automated reconciliations, and liquidity management for businesses.
Sharesight
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Anchor
Anchor is a cloud-based billing solution that automates B2B billing, collections, and payments, reducing errors and fraud risks to help businesses get paid on time.
Nitrogen
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Solutions
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