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InvestWell builds the most powerful and reliable tools for Financial Advisors. Whether you are a Registered Investment Advisor or Independent Financial Advisor, InvestWell can help you scale your Business to new heights. It is used by 1000+ Financial Advisors all over India to deliver superior Customer service to their Investors. Create highly customizable reports for Investors and send them from the comfort of your Office. Track Brokerage commissions and Reconcile against those given to you by various AMC. Adaptable to any asset class (Mutual Funds, Equity Shares, Listed Bonds, Other Assets, Life Insurance and General Insurance). Ensure SIPs are running always on time with SIP Mining. Built in MF Performance Tally, Fact Sheets, Financial Calculators, Goal Planner and more.
Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office.
Leadsconnection Debt Settlement Software has been from the ground up specifically to accommodate the Debt Settlement Industry. We offer the #1 end-to-end Debt Settlement Software Platform that has been the industry leader for over 10 years! Our Debt Settlement Software handles the entire life cycle of a client from acquisition through program completion.
Levenger solves the problems associated with levy management and handles every aspect of the levy process from the tracking and printing of response letters to the generation of Official Checks and GL entries. Whether your team is centralized or diverse, Levenger is your enterprise solution.
A browser based program, designed by lenders, for lenders, providing automated data entry, document selection, and electronic delivery anywhere, nationwide, anytime. Without incurring the usual high technology costs, MIRACLE ONLINE gives small to mid-sized lenders or brokers the same competitive advantage as larger lenders by creating and delivering accurate closing documents at the click of a mouse.
OpenGamma provides technology for financial institutions to improve analytics calculation and delivery to front-office and risk users. Using a completely open architecture, the OpenGamma Platform combines a flexible integration model with best-of-breed customizability and usability. Our unified approach will radically improve the quality, accuracy and timeliness of data to end-users, and significantly expand the capabilities of in-house IT resources. Contact us today to find out more.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning.