Products

Webdox is Latin America’s #1 AI‑Native CLM (Contract Lifecycle Management) platform, delivering a robust, end‑to‑end SaaS solution to automate, simplify, and secure every stage of the contract cycle—from creation and negotiation to e‑signature and post‑execution tracking. Established in 2012 in Santiago, Chile, Webdox was born from the need to radically improve legal operations. Since then, it has grown to serve over 700 clients across 13 countries in LATAM. Powered by Artificial Intelligence,

ProcurEngine is an online eProcurement negotiation tool that allow to schedule and conduct negotiation events (reverse/forward auction) using any device, anytime & from anywhere to reduce the cost of doing business, optimize total spend and bringing transparency in procurement processes.

Aligned defines negotiation in a way that's human. Demystifying an activity that is often perceived as hostile, terrifying, and uncomfortable. With Aligned, you can expect premium negotiation training, tools, and consulting without the stigma of (bored)room suits and bland decks. Our team has trained GTM functions ranging from salespeople at startups all the way up to fortune 500 executives.

Eckert Seamans is a full-service national law firm with a strong reputation and history of success that spans nearly 60 years. With more than 370 lawyers and government affairs professionals across a network of 15 offices, we provide clients with proactive, solution-oriented business and litigation counsel.

Velotio specializes in enterprise B2B and SaaS product development with a focus on sales & marketing technology, machine learning, analytics and DevOps.

Go mobile and create a digital client experience that propels your firm to the forefront of online interaction. Wealth Access solutions for advisors helps you tell your clients a complete wealth story with 100% transparency

The team's exposure in software implementation, Product ranges starts from Wealth Management Software ERP system which is currently used by more than 2500+ CFPs and MF Advisors across 400+ cities in India who are providing professional advisory services to 25,00,000+ satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India's largest Wealth management software providers in India.

Fusion Advisors all about empowering financial advisors to provide a clear uncomplicated view of a client's financial accounts while synchronizing with the advisor's financial systems.

The honest 401(k) Helping employees keep more of their retirement savings.

Peloton Street is a FinTECH startup that uses big-data to help real estate dealmakers and investors come together and transact.

Contract negotiation skills for buyers. Achieve big savings & create value. Close more deals at higher Revenue & Margins. Tool-sets to keep control. In-depth personalised expert video feedback. Negotiate complex role plays. Two day foundation negotiation skills. Build confidence and competence.

A global negotiation training and consultancy firm with more than 30 years experience in helping companies increase deal size and build more profitable relationships.

Wealth Dynamix specializes in the provision of cutting edge Client Lifecycle Management to the world's leading private banks and wealth management firms.

Wealth Horizon is an AI-native wealth intelligence platform that unifies client portfolios, accounts, and market data from 230+ providers into a single real-time view. It delivers proactive AI-driven insights and recommendations for tax-loss harvesting, rebalancing, Roth conversions, risk detection, and portfolio optimizations—helping financial advisors, family offices, and institutions double AUM without adding headcount. Features include one-click execution, GIPS-compliant analytics, client-re

MantaWealth by MantaRisk is a next-generation portfolio management platform built for wealth managers, financial advisors, and institutional portfolio managers. It augments traditional portfolio management with a sophisticated layer of strategic and tactical risk management, delivering higher portfolio performance per unit of risk. Exposure Analysis: Go beyond reference data with our factor-based analysis: gain a precise understanding of your portfolio’s exposure across sectors, geographies, cu

For emerging and growing businesses, financial management goes beyond tracking numbers — it’s about gaining insight and direction. From bookkeeping and payroll to tax strategy and CFO-level guidance, we provide the tools and expertise that transform financial data into actionable decisions, giving companies the confidence to grow with clarity. With every service under one roof, there’s no need to juggle multiple providers. From daily operations and compliance to long-term planning and forecasti

Savvy offers a comprehensive platform designed for Registered Investment Advisors (RIAs), combining technology, tools, and professional support. The platform is structured to assist advisors in managing operations efficiently while maintaining full control over their business decisions.

Wealth at Work's Financial Education program offers comprehensive, tailored financial education services designed to empower employees with the knowledge to make informed financial decisions throughout their careers. By addressing a wide range of financial topics, the program aims to enhance financial wellbeing, reduce stress, and improve productivity within the workplace. Key Features and Functionality: - Early Career Support: Guidance on understanding workplace savings, benefits, payslips, d

Melotti Media's passion is bringing your brand's message to life. We have the experience and expertise needed to create engaging content that will connect with customers, build relationships and generate tangible success—a true "win-win". Our services are designed to get results through expert writing techniques like messaging, wordsmithing and strategic content marketing tailored specifically for your business.

Accounting for Entrepreneurs That Maximizes Tax Savings - We guide business owners across the USA to understand their numbers and help save them thousands in tax dollars.