Morningstar
Morningstar Office is a portfolio management platform for RIAs, offering data integration, client reporting, portfolio monitoring, financial planning, and CRM tools.
Fundwave
Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.
Covercy
Covercy is a real estate syndication platform that combines banking and investment management for automated financial transactions and investor relations.
Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Solutions
© 2026 WebCatalog, Inc.
