Wealth Management

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale. The company aims to...

StockMarketEye is an easy-to-use investment management software for individual investors. With the StockMarketEye software, you can track and manage all...

Avada Software’s Flagship product, Infrared360® is an integrated Web Management Portal providing total administration, monitoring, testing, auditing and statistical reporting...

GoSigner is affordable and intuitive document signing platform. Built to be easy, quick, and cost-effective, GoSigner allows you to send...

Trust & Will is an online service providing legal forms and information that makes creating estate planning easy, fast, and...

Macroaxis is an online personalized investment management service providing software solutions for the financial services sector. Macroaxis Corporation's wealth management...

Beagle helps people find their old 401(k)s, find the 401(k) fees they are paying and rollover their 401(k)s in a hassle-free...

IXily is an open finance software for wealth management. It enables wealth managers to connect with customer's investment accounts and...

WealthTech is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions....

Wealth2k helps broker-dealers, banks and registered investment advisors capture retirement assets in the $20 trillion Boomer retirement market.