
Regent Education
Financial Aid Management
Financial aid management software providing automated packaging, compliance monitoring, and student communication for higher education.

Financial Aid Management
Financial aid management software providing automated packaging, compliance monitoring, and student communication for higher education.
Education Management Systems
Assessment and accreditation management platform for higher education with outcomes assessment and institutional effectiveness.

Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Price$379+ / month

Financial Planning & Analysis
Small business 401(k) platform with low fees, automated compliance, and financial advisor services.
Price$49+ / month
Financial Planning & Analysis
Visual financial planning platform that maps client financial data for advisor meetings.
Price$89+ / user / month
Financial Planning & Analysis
AI-powered FP&A assistant that connects to financial systems and answers natural language questions about business performance.
Price$12+ / month

Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Price$83.33+ / month
Financial Planning & Analysis
Bloomberg's large language model trained on financial data for finance-specific NLP tasks.

Financial Planning & Analysis
Mosaic provides a strategic finance platform with real-time financial models, automated reporting, and scenario planning for finance teams.
Financial Planning & Analysis
Retirement income planning and Social Security optimization software for advisors.