FactSet is a software that provides financial data and analytics to investment professionals. It's a tool designed for people who work in finance, like analysts and portfolio managers, to help them ma... Read More

FINTRX is a software platform designed to simplify the research process for family offices and registered investment advisors. It helps users navigate the often-complex landscape of data and informati... Read More

NaviPlan is a software designed to help financial advisors provide comprehensive and personalized financial planning to their clients. It works by allowing advisors to create detailed financial plans ... Read More