Matrix Financial Solutions - sold to Broadridge in January of 2011

InvestLink Technologies - sold to ASPire Financial Services in November of 2011

Aplifi - sold to Internet Pipeline in October of 2013

RazorInsights - sold to athenahealth in January of 2015

Wealth Management Systems - sold to DST in July of 2015

Phoenix Energy Technologies - sold to Duke Energy in October of 2015

DocuTAP - sold to Warburg Pincus in May of 2016

IrishCentral.com was sold to Irish Studio LLC in May of 2016

Critical Mix - sold to BV Investment Partners in September of 2016

Office Practicum - sold to Pamlico Capital in February of 2018

Consolo - sold to WellSky in December of 2018

fi360 - sold to Broadridge in October of 2019

Innovest Systems - sold to SS&C in May of 2020

Health Savings Administrators - sold to Health Equity in March of 2022