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CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.
Creditsafe, the Global Business Intelligence experts, is the most used provider of online commercial credit information in the world. With over 200,000 subscription users across the globe and 16 offices in twelve different countries, we pride ourselves on the quality of our data and hold information on over 240 million companies worldwide. We provide financial information on small, medium and large businesses across the world; such as a company’s status, key financials, verified details, paymen
Have you fallen in love with Traction® by Gino Wickman? Looking for software to manage the EOS process without tangles of Google docs and spreadsheets that all require manual updating? Look no more! Traction Tools software helps organizations implement the Entrepreneurial Operating System (EOS) with ease. Run and manage your Level 10 meetings, V/TO, and your accountabilities in one place. Go further, faster with additional features such as texting to capture issues, to-dos and people headli
Fixed Assets CS provides you with the necessary tools to calculate and keep track of your clients' fixed asset and depreciation activity. You can enter client data, assets, and information about those assets. Fixed Assets CS automatically calculates the correct depreciation based on the asset's method of depreciation, life, and the date it was placed in service. You can then print predefined or customized depreciation worksheets, forms, and reports based on the client's activities, asset groups,
Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more,
ApprovalMax provides approval workflow automation for cloud accounting platforms such as Xero and QuickBooks Online. It replaces paper- and email-based approval processes with multi-step and multi-role automated approval workflows that enable automated notifications to approvers, automated audit trails and mobile approvals. Approval workflows include: • Invoice approvals / bill review and bill approval • Purchase order approval, including the functionality to create purchase orders • Sales invo
Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Built on industry-standard technology, it’s easy to implement within a firm’s existing IT environment. And, as your AUM or trading volume grows, it has the scalability to deliver the performance you need. Moxy® provides a window into your firm’s trading operations. By allowing end-to-end transparency into your processes
Advaiya has created Agile Jira connector that syncs the Epic, Stories, Tasks, Subtasks and Bugs in Jira and MS Project Pro. The connector allows project managers and executives to get better insights into the agile managed projects.
Nubank is a leading financial technology company in Latin America. Its first product, launched in 2014, is a no-fee credit card that is fully managed by a mobile app. Almost 30 million people have requested the product since launch, and the company has passed the 12 million customer mark.
Nasdaq's matching technology provides execution venues of all sizes with reliable, comprehensive, multi-asset capabilities to keep pace with ever-changing market requirements. The functionally-rich platforms support trading in any asset, anytime, anywhere and are both scalable and flexible to adapt as your firm expands into new asset classes or looks to offer additional services. Additionally, Nasdaq solutions offer the ability to trade multiple asset classes within a single solution, reducing t
FICO Blaze Advisor is the decision rules management system, maximizing control over high-volume operational decisions. Blaze Advisor provides companies with a scalable solution that delivers unprecedented agility and actionability for smarter business decisions.
Credit.net allows you to quickly obtain credit information on your customers, suppliers, and partners from our database of 15.5 million U.S. and Canadian businesses, including privately owned, small or hard-to-find companies. Credit.net gives you the power to protect your business, before granting credit terms.
FICO Score XD, developed by LexisNexis in partnership with FICO and Equifax and based on Equifax, LexisNexis, and NCTUE data, leverages alternative data sources to assess credit worthiness among traditionally unscorable populations.
Business management platform designed for Audio Video integrators, also applicable to service oriented companies like Electricians, Plumbers, etc. Includes CRM, Product Catalog, Proposals, Project Management, Invoices, QuickBook Integration, Sales Orders, Purchase Orders.