Products

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 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

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.

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

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

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

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

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

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.

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

Luminance is an advanced AI platform designed to revolutionize the way businesses handle their contracts, offering comprehensive solutions from creation and negotiation to post-execution analysis. Developed by AI experts from the University of Cambridge, Luminance employs a 'Panel of Judges' approach, utilizing diverse models to ensure legal-grade accuracy across all contract-related tasks. Key Features and Functionality: - AI-Powered Negotiation: Luminance acts as an intelligent legal assist

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.

Comprehensive Trust Accounting and Wealth Management delivered through modern technology for an engaging user and client experience. With Cheetah™, every tool you need to manage wealth is at your fingertips in one place. We believe that’s the easiest way for you to work, and we like to think that’s why over 250 clients love us. The vision behind Cheetah Wealth Management is to rethink how a trust accounting system can leverage current technologies and provide intuitive and efficient mobile solu

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

The Wealth Reader API extends the information offered by the PSD2 APIs by providing real-time access to additional sources of wealth for any entity. With this additional information, financial institutions can have a more complete and accurate view of their clients' assets, and their clients can benefit in the same way.

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.

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

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

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