Products

Envestnet’s Wealth Management Platform offers capabilities that can be configured to match client demands by serving as the central point of your wealth-management ecosystem—connecting our comprehensive data, solutions, and technology with your needs.

Range is an AI-powered wealth management platform designed to revolutionize how individuals plan and manage their financial futures. By integrating advanced artificial intelligence with comprehensive financial services, Range offers personalized investment strategies, tax planning, retirement solutions, and estate planning. Its proprietary AI advisor, Rai, delivers expert-level financial guidance swiftly and efficiently, making sophisticated wealth management accessible to a broader audience. K

LSEG T1 Wealth is a comprehensive front-to-back-office workflow solution designed to empower wealth advisors by integrating client and market data, enabling the delivery of personalized financial advice. This platform combines robust content and analytics to support advisors throughout the investment lifecycle, from client onboarding and proposal creation to portfolio management and client relationship enhancement. Key Features and Functionality: - Integrated Workflow: Seamlessly combines in-h

Finexa simplifies financial management with smart solutions. Accelerate digital onboarding for a seamless client experience. Enhance investment strategies with data-driven insights. Strengthen distributor and partner collaboration with an intuitive platform. Elevate investor engagement with a user-friendly app for effortless portfolio management.

BATNA is an AI-powered SaaS solution for retail that facilitates personalized, real-time price negotiation between shoppers and retailers. Customers can negotiate prices, leading to increased order volumes and improved margins for retailers. The system dynamically adjusts offers based on customer bids, current demand, and stock levels, while also managing overstock effectively. BATNA's unique approach enhances customer engagement and satisfaction by turning shopping into an interactive and perso

BacklinkSwappers is a platform designed to streamline the process of acquiring high-quality backlinks through a vetted network of partners. By connecting businesses with relevant websites, it facilitates efficient backlink exchanges, enhancing organic traffic and search engine rankings. Key Features and Functionality: - Curated Partner Network: Access a pool of manually vetted partners within your niche, ensuring exchanges with reputable and high-quality websites. - Simplified Process: Elimin

Key Benefits of Shipping with ShipCarte The simplest and most effective supply chain solution for your business When you partner with ShipCarte, you get a dedicated and hard working team that sticks by your side in all situations. Improving the delivery experience for countless small, medium, and large sized businesses throughout North America and the World. Access statistical data not available elsewhere formulated by ShipCarte’s backend development team, we analyze your shipments in depth an

DocJuris is the industry leading contract negotiation platform that empowers legal and business teams to quickly and consistently close contracts at scale. With DocJuris, companies of all sizes are (1) cutting time-draining activities out of contract redlines and amendments, (2) empowering collaboration with dynamic playbooks, and (3) quickly integrating enterprise apps in weeks, not months. Founded in 2017 in Houston, Texas by former commercial contract lawyers and legal ops professionals.

Instantly automate your NDA. Configure, request, negotiate and sign. Free.

IGOR is a secure, cloud-based LIMS+Electronic Lab Notebook (ELN) platform designed by scientists with decades of wet-lab experience in academia and industry. It consolidates your research data into a single, easily searchable location to improve efficiency, ensure data integrity, and enhance data accessibility within your lab environment. As your team's personal lab assistant, IGOR features an electronic lab notebook with integrated digital signatures for review and approval workflows. It off

Online draft & sign platform that makes it easy to create, negotiate and manage contracts.

MASS Exchange is a 'bid and ask' negotiating environment designed for transacting TV media, both linear and addressable.

Compass is a web-based reservation system that can help manage hotel offerings, negotiating power and managing revenue with each booking.

BlackBoiler is the first patented 100% AI-powered tool to markup contracts right in "Track Changes" according to your company's playbook. Powered by proprietary deep learning and natural language processing, BlackBoiler learns from a customer’s playbook or how each customer has marked-up past contracts to create client-specific editing models to make instantaneous company-specific revisions in track changes to previously unseen documents. By using a company’s playbook and their standards and t

Intelli Warranty is an enterprise warranty management software designed for OEMs that need structured control over warranty claims, supplier recoveries, and dealer operations. It replaces manual reviews, spreadsheets, and disconnected workflows with a centralized system built for high-volume claim environments. The platform automates claim validation by checking labor rates, parts eligibility, warranty coverage, and dealer policies before approval. Clean claims move faster through risk-based rou

PriceWaiter enables secure and discreet negotiations with your shoppers with a personalized pricing platform that gives you control to grow incremental sales and engage a previously segment of traffic.

Q4 Wealth Management System provides modeling, analytics, and reporting designed specifically for your business. Q4 Wealth Management System offers trust fee modeling, analysis, optimization and reporting for trust banks.

The Affluensee Wealth Advisor Platform was designed for advisors that focus on high net worth executives. Prospecting The Right People Is a Full Time Job. The Affluensee Wealth Advisor Lead Platform helps you grow without sacrificing time with your current clients Everything about the success of a practice lies in the ability to execute processes, day in and day out. It is the equivalent of driving to work and not thinking about the route, tying your shoes without remembering the steps,

Our compelling technology delivers value by streamlining administrative processes and providing access to investment research and custom-branded reports so you can dedicate more time to meeting your clients’ objectives. The online client management portal and app empower you to make critical decisions on the go while giving your investors convenient access to their accounts.

Powered by AI and built upon the proven Red Sheet® negotiation methodology, Ruby intelligently guides you towards creating winning negotiation strategies. With a management dashboard and built-in collaboration features, your globally dispersed team can work together to create effective negotiation plans. Ruby becomes the expert negotiator on your team, making sure you leave nothing on the table. Ruby helps you research, plan and prepare for a negotiation, with custom roleplay and the ability