Products

Gemifi is equity compensation planning software for financial advisors. It helps advisors manage grant data, model taxes and AMT, analyze concentration risk, compare strategies, and create client-ready plans.

Eldison is an ESOP platform that simplifies ESOP implementation and management. With standardized plans it makes the implementation faster, cheaper and legal-proof. In the app, users can take advantage of built-in legal documents, pool allocation, in-app team communication and digital signing.

Dandi is an AI-powered analytics platform designed specifically for HR teams to streamline reporting and gain comprehensive insights into workforce dynamics. By integrating and pre-processing data from various HR systems, Dandi provides instant, accurate people analytics without the need for additional resources or expertise. This enables organizations to make informed decisions swiftly, enhancing overall HR efficiency. Key Features and Functionality: - Data Integration and Pre-Processing: Da

ESOP Guardian offers comprehensive ESOP management software that streamlines the equity compensation process for various industries, including manufacturing, pharmaceuticals, IT, and banking. Their services include tailored Employee Stock Option Plans, Cap Table Management, and real-time calculations for equity adjustments. The platform is designed for a wide range of clients such as companies, legal firms, investment bankers, and HR service providers, facilitating easy access and management of

Transform Renewals from a Risk to a Strategic Advantage. Black Hills AI IP Renewals is the industry’s most transparent and flexible annuity management platform. Built by seasoned IP attorneys who understand the liability of missed deadlines, our software transforms the high-risk, low-margin burden of renewals into a streamlined, secure process. Total Flexibility & Control: Unlike rigid competitors, Black Hills AI offers a flexible hybrid model. You can use our proprietary software to manage

Canity offers online training videos designed with powerful tips and techniques covering vital business areas that companies and their staff can start using in minutes.

Curity is a leading provider of IAM and API security technology that enables user authentication and authorization for a wide range of digital services. The Curity Identity Server is highly scalable, handles the complexities of the leading identity standards, making them easier to use, customize and deploy. Today, the Curity Identity Server is the most complete OAuth and OpenID Connect server, and we enjoy the trust of large organizations in most industries, including financial services, telecom

RADIENCE Administration is a state-of-the-art core policy administration system used by life and annuity insurers.

T3 CORE policy administration system facilitates all aspects of the Annuity and Life Insurance policy issuing and management process.

Universal Life and Annuity software has a product editor to add new products quickly and easily. This keeps future costs down.

WebPrez helps insurance agents, annuity professionals, and financial advisors simplify complex financial conversations using guided discovery, educational video tools, and automated client engagement systems.

salesEQUITY brings together marketing and client-facing teams by automating the customer feedback process. Our technology identifies trends and establishes benchmarks to help drive VOC and customer insight initiatives. Using this data helps you establish “sales equity”; which like brand equity, separates businesses from their competition.

Growth Faculty help organisations build more effective workplaces by connecting established and aspiring business leaders to the world’s brightest minds, business-critical topics, and proven frameworks and tools wherever they are, whenever they want. Our Leadership Pass provides 12 months unlimited access to 40+ live virtual events, an on-demand leadership library, networking opportunities and more. Blending the virtual world, live interaction and social learning, Growth Faculty provide hig

Aqueity is a Chicago IT consulting firm that specializes in providing a full spectrum of managed services ranging from end-user support to robust information systems design and integration. We are primarily focused on the small to medium business market place.

FAST, which stands for “Flexible Architecture, Simplified Technology,” is a Verisk (Nasdaq:VRSK) business and a leading provider of end-to-end software for the life insurance and annuity markets. FAST, located in Iselin, N.J., provides a SaaS suite of out-of-the-box components that life insurers can use to quickly enhance or replace their legacy systems.

Equisoft/manage is a SaaS policy administration solution using low-risk, production ready digital business processes. Off the shelf life, annuity & final expense products built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Equisoft/manage is built on the Oracle Insurance Policy Administration platform, and turbo charged with a state-of-the-art self-service portal for advisors, agents, plan administrators, participants and individua

We are a Glasgow based digital agency that enables disruptive growth by combining strategy, creative, data, marketing and engineering in order to create market leading brands that leave their competitors in the dust. This involves web design & development, branding, digital marketing, SEO and PR & outreach. It could be a custom website build, killer social media marketing campaign, amazing content creation or a marketing publicity stunt. We work with you as your digital partner i

Maestro, the collaboration and insights platform built exclusively for private equity, helps sponsors realize the full potential of their investments. Maestro enhances collaboration among stakeholders, drives operational improvements across the portfolio, and empowers smarter business decisions by leveraging data and insights. From diligence to exit, Maestro is an essential solution for PE firms seeking to modernize operations and maximize value creation.

HighCastle provides a unique all-in-one solution to manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, issue and manage equity and debt securities, convertibles, options and maintain shareholder relations. HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with

Forget about wasting time and brain power while managing your company in multiple software tools and spreadsheets. Instead, unify your cap table, financials, KPIs, equity reward structure and legal documents with WE.VESTR.