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,

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.

PictureWealth helps you get your money matters optimised – quickly and easily

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 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.

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

Negotiante connects buyers and sellers of businesses. Negotiante’s aim is to build a strong and fair marketplace that provides entrepreneurs with opportunities to transform their ideas into business success. By 2025, we aim to serve more than 1 million Negotiantes across the globe with our excellent team, superior technology infrastracture, and large curation of digital assets.

Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.

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

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.

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

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

NextWealth provides data collection, preparation and enrichment services to ensure data is presented in a consumable form to AI/ML models for companies working under the domains of Computer Vision, Natural Language Processing and Structured and Semi-structured data.

KELOTE Colat is a comprehensive solution designed to facilitate enterprise digital transformation by integrating advanced information technology services. Established in 2014, KELOTE Colat specializes in SAP software implementation, Robotic Process Automation (RPA, and Artificial Intelligence (AI solutions, offering a holistic approach to modernizing business operations. Key Features and Functionality: - SAP Implementation Services: Expertise in deploying and customizing SAP solutions to strea

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

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

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

GeoWealth is a leading tech-enabled, advisor-driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 1,000 independent advisors with $18 billion in platform assets and $8 billion in AUM. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology en

Velotrade is a digital trade finance platform that connects businesses seeking working capital with institutional investors looking to invest in trade receivables. Established in 2015 and headquartered in Hong Kong, Velotrade offers collateral-free financing solutions to support business growth and optimize cash flow. By leveraging advanced technology, the platform provides a seamless, paperless experience, enabling companies to access funds quickly and efficiently. Velotrade is regulated by the

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.