Products

RIACloud® is a simple easy-to-use platform that helps non-marketing, financial advisors and RIA’s become more effective at generating and nurturing leads so that they can add greater value to their advisor teams and their business. RIACloud’s® customizable features also helps RIA’s to differentiate themselves from other investment advisors and stand out from the crowd.

a cloud-based SaaS subscription model providing a low risk, cost effective tool for fund managers and fund administrators to meet their registry and regulatory compliance needs, and enabling enhanced investor engagement.

CredFIC, a meld of InvesTech and proprietary trading, today operates as a resource provider, for retail and student traders to rethink & shift the financial industry dynamics.

We are a new Australian startup company established in 2015. The two founding directors have extensive business and technical experience in the Banking Industry. We have contracts to support our Asset Finance system, Web-based Teller system and stand-alone Account Restructuring application in 17 countries.

Yewno|Edge is the answer to ‘Information Overload’ for investment research. This powerful AI-driven platform is the only one of its kind that transforms massive amounts of fundamental and alternative data into actionable investment insights. By extracting hidden company and concept relationships across these data sources, Yewno|Edge identifies hot spots that would have otherwise gone undetected so that you can be ahead of the market. Yewno|Edge is useful for idea generation, risk analysis, and

Vector Risk is a Sydney-based company specializing in cloud-based risk management solutions for the trading sector. Their Software-as-a-Service (SaaS platform delivers high-performance analytics, including Value-at-Risk (VaR, Fundamental Review of the Trading Book (FRTB Standardized Approach (SA and Internal Models Approach (IMA, Potential Future Exposure (PFE, Credit Valuation Adjustment (xVA, Standardized Approach for Counterparty Credit Risk (SA-CCR, and International Swaps and Derivatives As

WealthCloud® is a comprehensive marketing platform designed specifically for financial advisors and wealth managers to enhance client engagement and streamline communication. By integrating various digital tools, WealthCloud® enables advisors to deliver personalized experiences that foster client loyalty and drive business growth. Key Features and Functionality: - Website Builder: A user-friendly content management system (CMS) that allows advisors to create and manage mobile-friendly, accessi

Think Numbers is a Sydney-based consultancy specializing in AI-driven finance transformation and CFO services. They assist Australian businesses in streamlining finance operations, harnessing data, and driving strategic growth by integrating modern financial systems, automation, and artificial intelligence. Their team of finance and technology experts works alongside clients to eliminate inefficiencies and unlock real insights, enabling businesses to focus on growth and innovation. Key Feature

Other Finance & Insurance

Other Finance & Insurance

Other Finance & Insurance

Fintactix helps financial marketers build customer engagement strategies around financial literacy. Leverage our extensive library of financial calculators, articles, online polls and interactive quizzes to engage consumers as they move through their decision-making process. You will build their knowledge of personal and small business finance, improve their financial decisions and help them build a smarter financial relationship with your brand.

Other Finance & Insurance

Other Finance & Insurance

Exegy’s Signum predictive trading signals use machine learning to identify hidden liquidity and predict the movement of US equities, delivering signals in sync with the markets.

Make your foreign patent filing effortless with inovia from RWS. Request one-click cost estimates, file into multiple countries with a single instruction, place and track orders on our online platform inovia, the IP industry’s most powerful foreign filing platform. inovia reduces both the cost and complexity of PCT National Phase Entry, European Validation and Direct Filing. inovia is a cost-effective, highly-efficient and free to access, platform that allows you to execute your foreign filing

PricingDirect delivers independent, reliable valuations and analytics services across 40 fixed income and derivative asset classes worldwide. Thousands of firms benefit from the comprehensive, real-time, and transparent information we deliver.

Activist Insight has provided its diverse range of clients with the most comprehensive information on shareholder activism worldwide. Regularly quoted in the major financial press, Activist Insight is the trusted source for data in this evolving space.

Meet BizEquity — the worlds leading and only patented online business valuation service

Mid Atlantic Capital Group is a leading provider of first-class custody, brokerage, trade processing, and financial services technology. Our broker/dealer, registered investment advisor, and trust company serve over 8,000 financial advisors and 500 financial institutions on behalf of more than 265,000 customer accounts and one million retirement plan beneficiaries.