Our Story
Firm History
2010
Founded
- Our first software application development project was mapped out and set in motion
2011
Software Launched
- The first edition of our application was launched
2015
Consulting Division
- A consulting division was launched
2018
Software Reimagined
- A complete overhaul of our technology was started
2019
Robo-Advisor Launched
- A custom robo-advisor was launched to help service the demands of small to medium sized financial firms
2020
Investment Signals
- To meet the demands from financial professionals, we created a way to disseminate our investing signals
2021
Rebrand Complete
- Company rebranding and new software launched
