InvestEdge, Inc. is a leading provider of compliance software and innovative advisor solutions to financial institutions, founded in 2000. Its integrated platform covers fiduciary monitoring, RegBI compliance, performance reporting, and fintech tools for financial advisors and wealth management firms.

IRALOGIX is a cloud-native technology platform that provides paperless, white-label IRA product capabilities to financial services firms, helping institutions modernize and scale their IRA businesses. The company's mission is to close the access gap in retirement savings by enabling profitable management of any IRA regardless of balance or type.

Jetpack Workflow is an accounting workflow and project management software platform used by thousands of accountants and bookkeepers to organize services, track client deadlines, and automate recurring work. Priced at approximately $40-49 per user per month, it is designed specifically for accounting firms and bookkeeping practices.