Basic info
Industry
software development
Sectors
Financial Services
Model Rebalancing
Rebalancing
Trading Software
Finance
Advisor Software
Wealth Technology
UMA Trading
Advisor Technology
Trading Solutions
Fee Billing
Financial Technology
Tax Management
FinTech
Portfolio Management Software
Account Aggregation
WealthTech
Software
AdvisorTech
Wealth Management Platform
Performance Reporting
Advisor Fee Billing
Date founded
2007