Social network for investors
Virtual trading games for publishers
Q&A platform for consumers and advisors
Modern CRM for financial advisors
A suite of online services for wealth managers and individual investors.
Advisor-meets-investor-centric technologies in a fintech ecosystem.
Currently in private beta testing, InvestorSay is a social network that allows @investors to have their say about #investing and $investments.View App
PaperTrade.io powers financial sites with simulated trading competitions in stock market investing on a white-label basis.View App
Launching soon, Wealthbase is a multimedia Q&A platform where investing consumers and financial advisors connect, with ease and compliance.View App
“Wealthbase Launch Brings Advisers Online to Fight Robo Threat” InvestmentNews
Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease.View App