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    4.7 / 5.0
    Customer References3 total
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    AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. They are a true business partner to your firm. This sort of relationship is unique in their industry. AssetBook has a very basic mission they are proud to offer to their clients: They make your life easier,save you time, and help you sleep better at night.

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    4.7 / 5.0
    Customer References80 total
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    Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management cloud software solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the private investment landscape including: private equity and venture capital funds, real estate investment firms, hedge funds, endowments, pensions, foundations, prime brokers, funds of funds, family offices, and fund administrators.

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    Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization and communication required to fuel behavior change. With seamless integration tools, processes, and human experts, Questis makes financial wellness simple, available to every participant, and scalable. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.

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