Croesus is a savvy tool designed for investment professionals who want to streamline their portfolio management processes. Whether you are a financial advisor, wealth manager, or work in an investment... Read More

Ledgy is a comprehensive platform designed to help businesses manage their equity and cap tables with ease. Whether you are a startup or a growing company, Ledgy simplifies the process of tracking sha... 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