Products

KairosWealth is an AI-driven wealth management platform designed to simplify and enhance the investment experience for family offices and wealth managers. By integrating advanced artificial intelligence, KairosWealth offers personalized investment strategies and access to unique opportunities, ensuring optimal asset growth and management. Key Features and Functionality: - 360° Portfolio Visibility: Consolidate and monitor all assets in one place, with automated risk assessments to streamline p

Weblo AI is an advanced artificial intelligence platform designed to revolutionize operations for real estate and property management companies. By automating a wide range of tasks—including handling calls, emails, SMS, leasing processes, maintenance requests, ticketing, and collections—Weblo AI operates 24/7 across multiple communication channels. This comprehensive automation allows property management teams to focus on strategic growth initiatives while ensuring consistent and efficient tenan

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

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

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.

Wealth Ideas: Scaling Success through Data-Driven DTC Marketing At Wealth Ideas, our success stems from our unwavering commitment to scientifically tested and proven systems and strategies. We specialize in continuously scaling digital marketing campaigns, optimizing them to reduce customer acquisition costs and drive significant ROI for our clients. A Global Presence in the Competitive Digital Marketing Landscape As a leading digital marketing company, we thrive in the highly competiti

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

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.

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.

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

All-in-one automation and collaboration platform for business lawyers and their clients. Rally is a web app where users can manage their contracts and company’s legal documents in a frictionless manner, hosted entirely on the cloud. Rally gives its users an extensive library of contract and corporate templates and provides an innovative customization process that makes generating documents easier than ever. On Rally you create, customize, and collaborate with your team on documents as well

Ways2Wealth is a proprietary solution which helps investors to build their portfolio with the help of robo advisors. It provides building the portfolio for free.

TNI delivers on-site training seminars in negotiation, leadership, sales, procurement, supply chain management, and presentation skills to national and multinational corporations, governments, and other organizations worldwide.

Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.

Comarch Wealth Management is a comprehensive platform designed to empower financial institutions in delivering top-tier digital wealth services. It caters to universal banks, private banks, and wealth managers, supporting a diverse clientele ranging from retail to high-net-worth individuals. The platform seamlessly integrates various service models, including personal advisory, hybrid remote interactions, fully automated robo-advice, and self-directed investing, all within a unified wealth manag

An award winning platform that captures and automates the wealth management business processes.

Macroaxis is a very sophisticated, yet simple to use personalized wealth optimization service built for self-guided, socially responsible investors.

Moody’s Analytics Wealth Scenario Generator is a modeling engine that provides support for your financial planning and investment decision-making.

BrookeWealth Global, LLC is a privately-owned global management consulting firm, which was founded with the purpose of working with client companies helping them to develop customized strategies, plans, and solutions for their businesses. Several companies in the U.S. and internationally seek the services of BrookeWealth Global, LLC for consultation on various business practices, across several industries. The organization is focused on building, driving sales teams, and revenue for companies, a

The Edge Negotiation Group offers the most effective negotiation training available for negotiators in todaymarket. The Edge Negotiation Group is the only company in the world that combines cutting edge behavioral psychology with contemporary negotiation strategy to help you UNCOVER THE TRUTH.