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.
Sellf is the personal mobile CRM that helps sales people, freelance and small teams reach their sales goals and manage their business with less stress. Sellf organizes your agenda and reminds you about your to-dos: calls to make, meetings to arrange, emails to send. You’ll never forget a potential customer again.
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.