AIX

AIX is a digital platform that provides alternative investments, financial technology and user experience services to advisors and dealers. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Alongside the main category they mention Advice and Financial Services. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

AIX is based in Philadelphia, Pennsylvania. Their site is aixplatform.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with AIX, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.