Portfolio Management

Edgelab

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At Edgelab, we envision a world where anyone can make intelligible investments. We leverage technology and provide our customers with smart capabilities and unique content that will enable...

Wealthsimple

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We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio...

Mimics

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Born of the simple idea that your software should do exactly what you need it to do, MIMICS has been making customized financial software solutions since 1976. We craft systems that interface...

FinFolio

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Many companies build software that is "good enough" then fall back into a maintenance mode. With FinFolio the software comes first—continual, relentless iterations well past the point where others...