FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.
Bigcontacts is an easily accessible CRM for small businesses. Start by using just the basic contact-organizing functionality and move forward with a more advanced toolset including task and campaign management, lead tracking and 360° contact view.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.