RSSA

RSSA is Social Security planning software and education for the financial service industry. The job it does: building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Advice, Education, Financial Services, FinTech and Retirement, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

RSSA is based in Melville, New York. You can read more at rssa.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used RSSA? Rate it.