Artisan Software

Artisan Software is a back-office systems and workflow systems provider for broker/dealers and RIA firms. 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 Financial Services and Service Industry, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Artisan Software is based in San Diego, California. Their site is artisansoftware.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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