Alternatives to Renaissance

Compare Renaissance alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Renaissance in 2026. Compare features, ratings, user reviews, pricing, and more from Renaissance competitors and alternatives in order to make an informed decision for your business.

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    Renaissance Next

    Renaissance Next

    Renaissance Learning

    Renaissance Next is an AI-powered, unified teacher experience that brings assessment data, practice results, and instructional content together in one intuitive platform to help educators tailor learning in real time. It consolidates information from multiple Renaissance tools (like assessments, reading and math practice, digital reading, and literacy programs) into a single homepage, giving teachers a clear snapshot of each student’s performance and skill mastery. With that data, Renaissance Next offers actionable recommendations, suggesting lessons, small-group assignments, or individualized practice based on where students are academically. It also supports flexible instruction planning; educators can search for resources via AI-enabled search, group students by shared strengths or needs, monitor dashboards, view reports, and identify what each student, or group, needs “next.”
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    Strunk

    Strunk

    Strunk

    We offer great tools to automate and streamline compliance and risk management for banks, credit unions, financial advisors, broker-dealers, collection agencies, etc. If you provide online services, your clients are likely to want a SOC2 review or the like, and even if they don’t, your team/board will sleep better knowing you have a well-organized, well-documented compliance program in place. Our tools can help healthcare firms assess existing compliance with HIPAA requirements, manage policies to ensure compliance, and periodically test for adherence. Our family of risk assessment tools automates the complex task of documenting your organization’s current risk profile against relevant risk frameworks like SOC2, HIPAA, or regulatory requirements. In addition to our consulting services, our hosted ODP software is packed with even more features than ever to ensure the success of your program.
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    COMPLY

    COMPLY

    COMPLY

    COMPLY is a modern compliance management platform built specifically for financial services firms. It centralizes regulatory requirements, automates manual workflows, and helps firms stay ahead of evolving regulations. By uniting data, solutions, services, and education, COMPLY empowers compliance teams to scale operations efficiently while reducing regulatory risk. The platform supports a range of functions—from regulatory filings and policy reviews to managed services—acting as an extension of your team. Designed for private funds, broker-dealers, wealth managers, investment banks, and more, COMPLY ensures firms operate in the best interest of investors and clients. With its easy-to-use interface and expert support, COMPLY delivers confidence, clarity, and control over compliance programs.
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    Real Estate Webmasters

    Real Estate Webmasters

    Real Estate Webmasters

    Our next-generation real estate web platform. A new pinnacle of refinement and performance, Renaissance will elevate your online presence, and captivate your clientele. Our powerful Customer Relationship Management system makes your job easier than ever. Accelerate your business with advanced lead generating tools and systems. Set yourself apart from your competition with our technology. For Realtors, especially if running as a team or as a broker, branding is key. Our new brand development agency will help you drive more leads and win more contracts.
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    BITA Risk

    BITA Risk

    corfinancial

    Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition.
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    SmartOffice
    SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.
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    Wealthbox

    Wealthbox

    Starburst Labs

    We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.
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    ENOVIA

    ENOVIA

    Dassault Systèmes

    The Industry Renaissance we are experiencing today is touching all industries, bringing new ways, real and virtual, of seeing the world, inventing, learning, producing and trading. ENOVIA opens a new range of opportunities for you to successfully deliver transformational product and business innovations that create magical experiences for your customers. With a broad portfolio of technical and business applications for all users across your enterprise, ENOVIA enables you to securely collaborate and innovate together to build and execute a successful plan, one that is flexible, allowing continuous optimization, real-time progress tracking and compliance with standards and regulations to transform market opportunities into marketplace advantages. Digitally connect all users in the value network to achieve sustainable innovation. ENOVIA enables you to plan your definition of success.
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    KoreInside

    KoreInside

    Kore Inc

    KoreInside is a private capital markets infrastructure platform designed to help regulated intermediaries execute transactions in a compliant and efficient manner. The platform provides end-to-end support for processes such as clearing, settlement, disbursement, distribution, and investor management. Built for broker-dealers and other market participants, KoreInside helps organizations navigate complex securities regulations while maintaining operational efficiency. The platform connects various stakeholders, including transfer agents, banks, custodians, legal professionals, auditors, and investor relations firms within a unified ecosystem. Through its compliance-focused infrastructure, KoreInside enables private market transactions to be completed with greater transparency and trust. The solution is designed to help firms streamline operations, reduce friction, and support capital formation in private markets.
    Starting Price: $150 per month
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    Patrina

    Patrina

    Patrina

    Stop juggling multiple systems to manage the core of your non-trading compliance. Patrina’s Integrated Compliance Suite is designed for Broker-Dealers, RIAs, and FCMS. A single, powerfully integrated platform, Patrina automates workflow and delivers a 360 view of your entire non-trading compliance program.The world is expanding, and so is your business. Companies adjust business strategies, switch gears, restructure, in order to stay competitive. Everything your business does today will impact tomorrow – but sometimes history can be lost with changes. Preserving records are in an integral part of running a successful business, and successful businesses demand serious Enterprise Records Management (ERM) systems. Whether your recordkeeping requirements are dictated by a regulatory agency or by internal shareholders, Patrina’s ERM system provides the power your business needs to consolidate and preserve all of your critical electronic records on a secure and globally accessible platform.
    Starting Price: $250 per month
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    La Meer GRACE
    Work from Home (WFH) has become the new reality with the COVID Pandemic. Ability for staff to work from where ever they are, has become critical for organizations to continue operations, service clients and monitor risks. GRACE is here to help. La Meer’s cloud web based GRACE (governance, risk and compliance for the enterprise) platform comprises of industry specific solutions built by financial market experts for financial market regulations in banks, broker-dealers, wealth advisory, alternate investments and asset management firms. The comprehensive cloud based GRACE suite helps organizations and staff to offer seamless client service with comprehensive oversight, compliance, risk management and assurance for clients from where ever they are. The modular nature of the GRACE platform allows our clients to implement (and pay for) only the modules or functionality they need.
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    Kingdom Trust

    Kingdom Trust

    Kingdom Trust

    Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc.
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    Securrency

    Securrency

    Securrency

    Securrency is powering global digital assets marketplaces with compliance-aware tokenization, as well as account management services, liquidity settlement, analytics, and reporting for asset issuers, brokers, exchanges, and banks. Our blockchain-based, institutional-grade capital markets platform is designed with a unique, patented compliance-aware token framework. It meets the high regulatory, liquidity, and performance requirements of market-leading financial institutions. Tokenize any asset with the industry's most comprehensive, patented compliance technology, expand investor access, and unlock the value of digital assets with Securrency’s capital markets platform. Asset managers, banks, broker-dealers, wealth managers, and marketplace operators can accelerate their adoption by tokenizing any asset in a compliant way. Blockchain-enabled digital assets are the future for public markets, bringing greater efficiency and automating compliance.
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    Apex AscendOS

    Apex AscendOS

    Apex Fintech Solutions

    AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products.
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    Accredited.AM

    Accredited.AM

    Accredited.AM

    The Accredited.AM website is provided by North Capital Investment Technology Inc. (“NCIT”). Verification services are provided by North Capital Private Securities Corporation (“NCPS”), a wholly-owned subsidiary of NCIT registered as a broker-dealer and member of FINRA and SIPC. Because NCPS is a registered broker-dealer, issuers and platforms can rely upon our verification letter for compliance with the verification requirement of rule 506(c), under the SEC’s safe harbor guidance. Accredited.AM is a free service for you to obtain verification of your accredited status as required by federal law to invest in private placements. Your verified status allows you to invest through a growing list of online platforms and financial institutions. We safeguard your privacy and confidential information. Once verified, you can invest through a wide variety of online platforms and financial institutions, without disclosing further confidential information about your income or assets.
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    Fusion Advisor

    Fusion Advisor

    Fusion Advisor

    Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An Exchange confidential document with your clients is easier than ever, with just a few clicks and securely transmits files of any size.
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    AgStockTrade.com

    AgStockTrade.com

    AgStockTrade.com

    Welcome to AgStockTrade.com, your Internet resource for conveniently buying and selling agricultural shares (stocks or capital units) for top dollar. Our Alternative Trading System (ATS) provides the most up-to-date Internet share matching and trading service, a system designed to meet our member's needs and goals for liquidity. Variable Investment Advisors, Inc. ("VIA", "we" or "us") is a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and maintains registration to conduct operations as an alternative trading system ("ATS"). To assure full disclosure in the course of our dealings, please accept the following as some general risk factors that should be considered prior to investing in any issuer listed on AgStockTrade.com or the purchase of securities related to the agricultural industry and/or ethanol production.
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    OTC Link ATS

    OTC Link ATS

    OTC Markets

    To create better informed and more efficient financial markets, we organize securities into three markets based on the quality and quantity of information companies disclose. Through OTC Link® ATS, our SEC-regulated investors have access to data on 11,000+ securities through multiple channels including Bloomberg, REDI Technologies and Thomson Reuters. Alternative Trading System, we connect leading U.S. broker-dealers to provide liquidity & execution services for securities on our markets. Through OTC Link ATS, our SEC-regulated alternative trading system, we connect leading U.S. broker-dealers to provide liquidity & execution services for securities on our markets. Companies choose to qualify for our OTCQX or OTCQB markets or are by default traded on Pink. Corporate Service products provide companies with solutions to better engage and inform investors.
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    ORTEX

    ORTEX

    ORTEX

    ORTEX is a comprehensive financial analytics platform that provides real-time data and analysis to empower investors and traders to make informed decisions. The platform offers a wide array of data, including short interest sourced from a vast pool of agent lenders, prime brokers, and broker-dealers, delivering intra-day and historical metrics such as days to cover, shares on loan, utilization rate, cost of borrow, and free float on loan. ORTEX brings you the most timely and accurate Short-interest data available. ORTEX short interest data is sourced from the world's largest combined pool of agent lenders, prime brokers, and broker-dealers who submit their inventory. ORTEX provides intra-day and historical data for days to cover, shares on loan, utilization rate, cost of borrowing, and free-float on loan. ORTEX also provides all relevant US exchange data and relevant institutional short holdings flags so users can access all the information available in one place.
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    Smart RIA

    Smart RIA

    Smart RIA

    Our advanced compliance software solutions serve both complex compliance organizations and small RIA compliance teams. The SmartRIA platform is designed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. SmartRIA helps firms like yours thrive. SmartRIA compliance solutions were designed and developed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. Imagine starting your week with a bird’s eye view of your entire firm’s compliance calendar on a simple-to-use dashboard that can be learned in a day with technology that actually improves your processes.
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    AlGahaku

    AlGahaku

    AlGahaku

    AI Gahaku is a free photo editor cam app that transform your selfies into a Renaissance portrait paintings. Using AIGahaku’s art filters you can make your photo look as if Warhol pop art, Modigliani oil painting, Picasso, or even Rembrandt himself painted it for you! And with no picture editing or Photoshop skills needed, it’s easy to share your world. You'll find more than 300 art styles in AIGahaku art filter library. AIGahaku has the largest collection of different artistic styles to choose from.
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     Compliance Star

    Compliance Star

    Thistle Initiatives

    Compliance Star is an on-demand compliance software, the right tools for effective monitoring and risk management. Compliance Star offers effective and efficient remote management of FCA Authorised Firms and its operating Units/Agents via real-time data collection and reporting. Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Star is underpinned by a ‘fail-safe’, calendar-based task management system. This allows for both automatic and manual setting of tasks, notifies actions, populates deadlines into a calendar, issues reminders and monitors for completion. The platform reduces compliance burden significantly and is currently being used by leading regulatory networks. Enables complete tracking of internal regulatory processes. It provides up-to-date single point data access combined with the ability to produce FCA required reports.
    Starting Price: £60 per month
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    Hadrius

    Hadrius

    Hadrius

    We’re the most efficient, most accurate AI-powered software suite for all your RIA and broker-dealer compliance needs. Automated marketing review powered by our own ComplianceGPT. Upload dozens of document types and receive compliance recommendations in under a minute - saving you (and your marketing team) hours of back and forth. Set up employee brokerage accounts once, and take advantage of automated reporting, pre-clearance, and reviews as necessary. We assist with employee onboarding to make this process effortless. Political contributions, gifts, outside business activity, updates to your code of ethics, compliance manual, and more. Employees have their own login to the intuitive Hadrius UI to make reporting and signing documents easy.
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    dub

    dub

    dub

    dub is a social investing platform that enables users to automatically mirror the investment portfolios of other users, including financial influencers, hedge fund managers, and politicians, through its innovative copy-trading feature. By opening a brokerage account with dub, an SEC-registered broker-dealer and member of FINRA, users can select from over 200 creators to copy-trade, with their accounts executing trades in real-time to match the portfolio creator's actions. It offers portfolios that track the activities of notable figures such as Nancy Pelosi and Jerome Powell, and it is constructed based on publicly filed financial disclosures. Users can also become creators themselves by making their portfolios public, which requires a minimum $1,000 personal investment, allowing others to copy their strategies. dub emphasizes transparency, with followers able to view trading history, performance metrics, and risk profiles of creators.
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    Genesis

    Genesis

    Genesis Global Trading

    Genesis is a global leader in institutional digital asset markets and a full-service digital currency prime brokerage. Genesis facilitates billions in digital currency trades, loans and transactions on a monthly basis. Our team combines decades of experience at top Wall Street investment banks with a deep understanding of cryptocurrency markets. Our platform provides a single point of access for digital asset trading, derivatives, borrowing, lending, custody and prime brokerage services. The all-in-one solution for your digital asset needs. Genesis is a full-service digital currency prime broker, we provide investors with a secure marketplace to trade, borrow, lend and custody digital currencies. Complete large orders rapidly and reliably. Our OTC digital asset trading firm is regulated as a securities broker-dealer with the SEC and FINRA. Lend and borrow digital assets, and tap into alternative liquidity for hedging, speculation and working capital needs.
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    BlazePortfolio

    BlazePortfolio

    BlazePortfolio

    Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.
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    Rubix

    Rubix

    Rubix

    You can use Rubix to assess the risk of your counter-party right throughout your business relationship. Rubix helps you take prudent credit risks, build a robust supply chain and monitor compliance for your business partners in India and around the world. At the time you are considering taking on a new distributor, dealer, customer, franchisee, supplier, vendor or service provider, it is important to undertake an on-boarding risk assessment of the firm. If you are a Bank/ Fintech/ NBFC, you should conduct an Identity check (KYC, AML and Compliance) at the time of loan origination followed by an independent credit risk assessment at the loan decisioning stage. A firm’s risk profile changes quite rapidly, especially in today’s interconnected world and volatile business environment. Once you sign up with Rubix to monitor your portfolio, you will be able to track changes in the firm’s risk profile and key developments impacting it on the Rubix automated risk management system.
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    Telnum

    Telnum

    Telnum

    Buy an affordable local number from thousands of locations to forward calls to any device, anywhere around the globe. Get sms number from us to receive and forward sms to your mobile or email. It will be useful for those who has a business abroad , and want to meet corporate privacy policy and keep personal data. TOLL-FREE NUMBERS is a telephone number that is free to call to for all your clients. Show your clients that you care about them, get a toll-free number and all your clients will call you for free. VIRTUAL NUMBERS - Virtual number is a number which work based on the forwarding solutions. You can manage forwarding to any other mobile , landline or sip number. Virtual phone numbers give your business a local presence in another country. The development of the modern concept of creativity begins in the Renaissance, when creation began to be perceived as having originated from the abilities of the individual.
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    Imagine MyPath

    Imagine MyPath

    Imagine Learning

    Imagine MyPath is an adaptive intervention program designed to accelerate learning for students in grades K–12 by providing personalized, age-appropriate instruction in reading and math. Utilizing assessment data, the Smart Sequencer assigns individualized learning paths tailored to each student's proficiency level, adapting instruction based on mastery checks to ensure comprehension before progressing. The program features built-in adaptive assessments and integrates with NWEA MAP or Renaissance Star 360 to accurately place students and minimize testing time. Teachers receive real-time data on student engagement and progress through an intuitive dashboard, enabling timely interventions with downloadable mini-lessons and printable guided notes. Imagine MyPath offers scaffolded, evidence-based practices, gradually increasing text complexity in reading and strengthening foundational skills in math to prepare students for algebra.
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    Insight Legal

    Insight Legal

    Insight Legal Software

    Insight Legal’s cloud based case management system is the ultimate in efficiency. Designed specifically for law firms, Insight Legal provides everything you need to manage your case files from start to finish. For the users – brilliantly comprehensive workflows that offer guidance, resources and support where needed. Your tailored case plan alongside a centralized matter record that keeps everything in one place, from correspondence history, to key dates, to core matter information and next steps. For the firm – complete reassurance that your staff have the supportive guidance of workflows even if they may be working at a distance, along with compliance tools, automatic escalations and task designation that makes sure the right things are done by the right people, and at the right time.
    Starting Price: $195 per month
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    Voila AI Artist

    Voila AI Artist

    Wemagine.AI

    Oh hello there! Welcome to Voilà AI Artist, a special little app that turns your photos into stunning pieces of art such as Cartoon, Renaissance Painting, Hand Drawn Caricature by combining Human's creativity and Artificial Intelligence capabilities. Voilà AI Artist is the first product created with love by WEmagine.ai , a team of 2 founders, creative and technology enthusiasts who love to create something wonderful by combining the best of Human and AI 's best capabilities. Get your very own Royalty Cartoon drawing , or maybe a Baby Cartoon version of yourself. Get yourself painted as 15th century, 18th century and 20th century paintings.
    Starting Price: $5.99 per month
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    Luthor

    Luthor

    Luthor.ai

    Luthor is a modern compliance platform built specifically for small and growing RIAs who want automated, audit-ready compliance without the cost of a full compliance department. Its AI engine proactively scans marketing content across email, social media, websites, and client communications—flagging risks and suggesting compliant alternatives before anything goes live. Advisors can manage disclosures, outside activities, gifts, and attestations in one unified dashboard with automated conflict checks and instant certifications. Luthor includes a robust library of pre-built, customizable policies covering ethics, cybersecurity, AML, and more, so firms never have to start from scratch. SEC-compliant archiving and WORM-based storage keep every record protected and audit-ready at all times. With enterprise-grade security, automated monitoring, and real-time support, Luthor removes the stress of compliance so advisors can focus on growing their firms.
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    UMS2000

    UMS2000

    Computer Network

    UMS2000 by Computer Network is a complete Windows-based utility management system that comes with line/tap and meter information. Equipped with a customizable task menu and user-friendly drill down menus, UMS2000 helps simplify data entry and makes it easier for users to access their individual daily, weekly, or monthly projects and/or tasks. UMS2000 delivers integrated work management, eBilling, inventory, mobile service orders, unmatched audit-trail, rate analysis, CASS certification, GIS interface, user-defined rate codes, unlimited cycles, and more.
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    OxyLegal

    OxyLegal

    SunSmart Global

    OxyLegal is a cloud-based legal management software platform from SunSmart Global that helps law firms and legal departments manage cases, documents, tasks, calendars, billing, payments, and client communications. The platform centralizes legal operations so users can track litigation, manage case diaries, organize documents, monitor deadlines, and collaborate from desktop or mobile devices. OxyLegal includes configurable workflows that support legal opinions, matters, cases, approvals, appointments, and litigation processes. Its document customization engine works with Outlook, Word, and Excel to help users generate, retrieve, share, and collaborate on legal documents. The system also provides email management, SMS alerts, audit trails, reports, dashboards, finance integration, compliance tracking, and access controls.
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    AI Fellows

    AI Fellows

    AI Fellows

    With AI Fellows you can now have AI generate images in no time. From photorealistic to line art to renaissance and pop art, there are over 30 styles available to you. Do you want to create images in the styles of great artists? No problem, a wide range of artists such as Picasso, Dali, Banksy, Da Vinci and many more can be set as settings. With the ChatFlows like ChatGPT you can create dialog-based texts. In seconds you have content that hardly differs from texts written by humans. Whether blog articles, news or any other content, offer your readers an alternative in audio format. More than 1300+ voices in 140 languages and dialects are available to you.
    Starting Price: €9.90 per month
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    iPipeline

    iPipeline

    iPipeline

    iPipeline is an AI-powered software platform built for life insurance, annuities, and wealth management operations. The platform helps carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners simplify workflows from quote to commission. iPipeline uses artificial intelligence to automate processes, improve accuracy, accelerate decision-making, and reduce time to market. Its ecosystem connects businesses to a large data library, global users, insurance carrier customers, and distribution partners. CHARLi, iPipeline’s AI-powered engine, enhances products and workflows with intelligent, data-driven capabilities that learn and evolve over time. iPipeline helps financial services organizations work faster, connect operations, and support clients in securing stronger financial futures.
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    Renaissance Accelerated Reader
    Accelerated Reader is a digital reading-management program developed by Renaissance that helps schools, teachers, and librarians manage, monitor, and motivate independent reading practice among students. Students choose books at their reading level and read them at their own pace. After finishing a book, they take a computerized comprehension quiz via AR to assess their understanding. Each book in the AR catalog is assigned a readability level (via the ATOS readability formula) and a point value based on length and complexity; when students successfully pass the quiz, they earn points. These points contribute toward personalized reading goals set by teachers. Teachers (and in some cases parents) receive detailed feedback and reporting on each student’s reading behavior, including books read, comprehension, progress toward goals, and reading volume.
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    LSEG AlphaDesk

    LSEG AlphaDesk

    LSEG Data & Analytics

    Simplify your workflow with LSEG AlphaDesk, the cloud-based order management system (OMS) and portfolio management system (PMS) for the buy-side. Work with flexible multi-vendor data feeds and multiple electronic trading systems, as well as custodians/ prime brokers and fund administrators. Manage all your firm’s orders in a single place. Track portfolio exposure in real-time with over 100 fields and flexible groupings. Stay on top wherever you are with responsive mobile access. LSEG AlphaDesk is an award-winning order management system (OMS) and portfolio management system (PMS) which offers cloud-based, multi-asset class, multi-currency order management and portfolio management for the buy-side, along with risk and compliance tools, all within a single user interface experience to help streamline and automate your workflow.
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    FxCore CRM

    FxCore CRM

    FxCore CRM

    FxCore CRM is a purpose-built forex CRM designed specifically for forex brokers, CFD brokers, prop trading firms, and financial service providers. It streamlines the entire client lifecycle — from seamless onboarding and KYC/AML verification to IB and affiliate management, deposits and withdrawals, and end-to-end compliance workflows. With native MT4/MT5 integration, teams gain real-time visibility into trading accounts, balances, and client activity — all in one centralized platform. Role-based access controls ensure the right people see the right data, while customizable reporting and revenue tracking dashboards give management full insight into partner performance, IB commissions, and business growth. Built to reduce operational overhead and manual work, FxCore CRM helps brokerages stay compliant, scale their partner and affiliate networks, and deliver a smoother experience for both clients and internal teams.
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    RegEd

    RegEd

    RegEd

    The industry’s most comprehensive compliance management platform, trusted by more than 80% of top financial services firms. The only unified solution to manage the full lifecycle of agent and advisor onboarding and compliance, delivering a seamless user experience and “clear to sell” signal for your distribution partners. Efficiently manage requirements from FINRA, SEC, state DOI and other regulators of the financial services industry. Including Advertising Review, Conflicts of Interest, Branch Audits and more. Everything you need to be aware of, comply with, and demonstrate compliance with relevant regulatory changes, including managing impact on your firm’s policies and procedures. The leading provider of Compliance Education, Product Training and Annual Compliance Programs, RegEd delivers more than one million CE courses and insurance certificates each year.
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    SideDrawer

    SideDrawer

    SideDrawer

    Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.
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    PCRS

    PCRS

    PCMI

    Allows users to provide real-time rates and contracts to dealer menus via eRating and eContracting. Users are able to issue policies with electronic signatures and present products to consumers through their own point of sales channels and/or their partners. Having 140+ partners in our network gives dealers the ability to connect to the eMenu or DMS system of their choice. Our policy administration software supports billing, commissions, cancellations, and different statuses of the policy throughout its lifetime, allowing for seamless coverage rating, contracting, and contract remittance. Being fully integrated with your accounting system lets you create, manage, and modify your agents, dealers, coverages, and contracts. This also grants your agents direct access via our Agent Portal. Our F&I software gives the Dealer Principal and Field Representatives access to integrated reports for F&I sales, forecasting, and overall dealership performance in real-time with powerful analytics.
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    Renaissance DnA

    Renaissance DnA

    Renaissance Learning

    Renaissance DnA is a K–12, standards-based assessment creation and administration platform that empowers educators to build, deliver, and analyze formative, benchmark, and summative assessments in a unified system. It includes a large, high-quality item bank (with over 80,000 items spanning ELA, math, science, and history), and more than 600 prebuilt assessments that can either be used directly or customized to match a school’s scope and sequence. Teachers can also author their own items and passages to address local standards or curricula. DnA supports many item types, from traditional multiple-choice or constructed-response to technology-enhanced items like drag-and-drop, hot-spot, graphing, and evidence-based selected-response, letting assessments reflect the full range of student skills. Administrations are flexible; assessments may be given online, via paper/pencil, or a hybrid of both.
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    Practice Manager

    Practice Manager

    Legal Interact

    Practice Manager is an intuitive, cloud-based practice management solution designed for small and mid-sized law firms that helps legal professionals manage matters, documents, tasks, time tracking, billing, and compliance in one unified platform. It replaces manual processes and basic tools with an integrated system that brings matter and document management together with secure cloud access, auto-generated invoices and statements, task assignments, calendars, and time tracking and billing functions. Practice Manager is built to simplify law firm operations, giving firms greater control over their work, visibility into performance, and confidence in compliance with regulations such as POPIA and FICA. Practice Manager’s secure cloud hosting allows access from anywhere, and its interface is easy to learn for legal teams, with local support available.
    Starting Price: RZAR1200/per user/per month
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    CE Manager
    CE Manager provides accurate and up-to-date compliance rules and calculations. It allows firms to ensure compliance across jurisdictions, automate processes, and integrate with existing HR systems and content providers. CE Manager is an industry leader in CLE compliance. Its user-friendly LMS is designed to promote learning and development for the entire firm. Customize learning plans and deliver on-demand CLE content via mobile devices to your attorneys and clients to foster business development. Automate tracking requirements, mitigate compliance risks and ensure a high level of detail around rules. Automatically generate compliance reports in required formats. Proven technology to manage continuing education and compliance. A user-friendly LMS designed to promote learning and development for the entire firm. CE Manager allows you to run firm-wide compliance reports to show that attorneys are practicing in good standing, reducing risk, and showing clients the firm is compliant.
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    Nearpod

    Nearpod

    Renaissance Learning

    Nearpod transforms classroom instruction by turning traditional lessons into dynamic, interactive learning experiences that boost engagement and achievement. The platform equips educators with real-time insights, standards-aligned content, and powerful formative assessment tools to guide instruction effectively. With features like polls, simulations, collaborative boards, and over 22,000 ready-made resources, teachers can deliver active learning that keeps every student involved. Nearpod’s new AI Create feature further speeds up lesson development by generating differentiated instructional materials instantly. Schools and districts benefit from consistent instructional quality, simplified tech management, and visibility into classroom performance from a single, scalable platform. By connecting to Renaissance Next, Nearpod helps educators identify needs, deliver targeted instruction, and support measurable student growth.
    Starting Price: $12 per user per month
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    BigHand Business Intelligence
    BigHand Business Intelligence, powered by Iridium is an advanced financial BI solution for law firms with role-based reporting that delivers the right financial data to the right person via intuitive dashboards. The flexible data warehouse replaces manual reporting with data visibility from the firm level to individual clients and matters. Self-service analytics provide controlled access to relevant metrics in any visualization tool of choice. The solution empowers users to improve cash flow and profitability with immediate financial insight. Surface key financial & operational metrics from your various business systems. View data as a single source of truth for the law firm’s performance and profitability. Empower users to get the answers they need in an instant. Provide actionable data to those who need it and enable no-code ad hoc reporting for firms with limited resources. Provides both traditional data storage and more advanced analytical capabilities.
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    AsiaNext

    AsiaNext

    AsiaNext

    AsiaNext is an institution-only global exchange offering a secure and regulated environment for trading digital assets. Established in 2021 as a joint venture between Japan's SBI Digital Asset Holdings Co., Ltd. (SBI DAH) and Switzerland's SIX Group AG (SIX), AsiaNext caters exclusively to institutional investors, including banks, family offices, asset managers, broker-dealers, prime brokers, hedge funds, and market makers. The platform provides a comprehensive suite of services encompassing listing, trading, clearing, settlement, and custody of a diverse range of securities and non-bankable assets. Headquartered in Singapore, AsiaNext operates under the regulatory oversight of the Monetary Authority of Singapore (MAS), holding both a Recognised Market Operator (RMO) license and a Capital Markets Services (CMS) license. AsiaNext's commitment to robust risk management, regulatory compliance, and corporate governance positions it as a pivotal nexus in the global digital asset ecosystem.
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    Ark Trader

    Ark Trader

    Ark Trader

    Ark Trader is a next-generation online trading platform and complete brokerage solution designed for financial and brokerage firms that want one platform instead of several third-party systems. It gives brokers a full solution in one place, with ultra-low-latency quotes, fast execution, and the ability to trade stocks, indices, forex, commodities, bullion, and other instruments through a single platform. Ark Trader supports desktop, web, iOS, and Android trading terminals, along with branded mobile trader apps that can carry the broker’s own company name and logo. It includes a Dealer Mothership for administration, with advanced client and IB multi-level management, built-in margin call screens, dealer API access, ready reports, account copier tools, agent commission and affiliate rebate setup, robo dealer automation, auto money settlement, live transactions, live users, script management, permissions, and settlement controls.
    Starting Price: $250 per month
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    Jvion

    Jvion

    Jvion

    Jvion goes beyond traditional predictive analytics, identifying hidden patient risk across various diseases and clinical events and if that risk trajectory can be changed towards a positive outcome. Our prescriptive AI then recommends appropriate action for each patient, taking into account clinical, socioeconomic and behavioral data, in addition to clinically-validated best practices. Armed with this intelligence, healthcare organizations can improve quality, cost, and the overall patient experience. Analyze clinical, socioeconomic, environmental and behavioral data to find hidden health and financial risks. Evaluate modifiable patients and their unique attributes to drive action plans. Provide evidence-based, prioritized, and patient-specific recommendations within existing workflows. The home is the new hospital. Since the pandemic started, home care has seen a renaissance as patients look to avoid care facilities where they could be exposed to Covid-19.