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