Description: Ripsaw Wealth Tools is a financial planning software that helps advisors manage client portfolios, analyze investments, and generate client-facing proposals. It streamlines workflows with integrated CRM, portfolio accounting, trading platforms, and customized reporting.
Type: software
Description: XchangeWiser is a SaaS platform that helps companies manage and optimize their IT spend. It provides visibility into hardware and software assets, license optimization, and automated policy enforcement.
Type: software