ASC

Advisors

Total

Acct Aggregation

Consumers

Robo Advising

Budgeting App

Total - Lifecycle Wealth Management

Goal Based

Cash Flow

Burn Down

Estate Planer / Transfer

Portalize

Document Storage

Acct Aggregation

Institutions

Domintate Trust

Micro Services

Investment Management

Tax

Statement Generation

Permormance Measurement

Financial Planning

TradeX

Robo Advising

Budet App

MERIT

Trust Engine

Operations

Ops Automation

Administration

Admin Automation

Calulation Engine

Multi-Currency

Crypto Currency

Admin App

Acct / Custodial Aggregation

Accunet

Account Opening

Two - Way Communication

Moble App

CRM

Sales / Lead Generation

Proposal Generator

Tasks / Activities

Insights

Services

BPO

Tax Provider

Bill Pay

Trust Powers

Rocket IRA

Integrations

Bill Pay

Pricing Service

ADEX Pricing

ADEX View

SDIRA

SDIRA Engine

Non - Profit

RIA

Family Office

IRA

Partners

Trust Calculation Engine

Asset - Based Lending Program (Broadridge)

Financial Planning Calculation Engine

Unique Asset Exchange / Engine

Benifit Providers

FinWell

Budgeting App

Portalize