WalletWin

WalletWin is a software application that helps people by providing debt clearance, wealth management, and financial advising services. In practice that means 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, FinTech and Trading Platform, so expect those to show up in the feature set.

WalletWin is based in Gretna, Nebraska. Their site is walletwin.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.

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