Products

Acquify connects entrepreneurs and fiduciaries with M&A specialists, verified buyers, and financing banks, simplifying the acquisition process and helping to achieve better deals faster. As a marketplace for businesses with integrated process management, we connect you with all the relevant players and design a seamless, digital execution. Acquify's goal is to usher in a new era. Also that of the companies whose today is uncertain.

BlueGamma is an easy to use market data software for financing teams

Perfios FIN360 acts as a gateway to Consent-Driven AA Ecosystem for Real-time decisioning. It enables lenders, insurance, and wealth management companies to make informed decisions in real-time and prevent fraud with seamless access to user financial data, directly from authenticated sources.

Lumnion develops state-of-the-art AI-driven pricing platform for P&C and Health Insurance With the use of Artificial Intelligence and Machine Learning, Lumnion provides a unique Lumnion offers a unique end to end platform that can connect to any core system, automating data preparation with more precise risk pricing, impact analysis, and dynamic pricing. Lumnion’s open platform allows the use of all widely accepted Machine Learning Algorithms, including XG Boost, Random Forest, Decision Tr

Riskpro helps you search and analyze for Heightened Risk Individuals and Entities, particularly from India. Riskpro provides research reports on the PEP Check, Financial Defaults and Regulatory Issues. It reduces operational costs and development efforts for the bankers.

OUR MORTGAGE LENDING BUSINESS STARTS HERE Unlimited Free Mortgage Leads Powered by Proprietary Mortgage CRM/POS/LOS Software & AI What makes working with The Mortgage Calculator different? We are a Non-Delegated Correspondent lender with the proprietary mortgage technology tools to empower loan officers to scale their business exponentially, instantly! Whether company leads or self-generated leads, we believe that every Loan Officer needs a full pipeline to succeed. We empower all our Loa

LoanScout is a lead generation and portfolio monitoring solution for commercial lenders. Instantly fill your pipeline with AI-Recommended Companies, Comprehensive Borrowing Histories, Relationship Analysis, Financing Alerts, and Powerful Reverse UCC Search.

Etops empowers Family Offices, Wealth Managers, Private Banks, Asset Managers and Pension Funds to simplify everyday work and become more efficient through advanced WealthTech.

Tradeprop - We manage and take charge of your propriety trading and other funded account of yours with our innovative trading solutions so you can manage your business

FinCEN Advisors is a trusted compliance and reporting platform that facilitates the process of filing Beneficial Ownership Information (BOI) reports with the Financial Crimes Enforcement Network (FinCEN), a new federal requirement for nearly all American businesses under the Corporate Transparency Act. Our tailored suite of seamless, user-friendly filing solutions for business owners—and their accounting and legal firms—turns a complex government process into a simple and secure one that saves t

Convert Bank or Credit Card Statements to Excel or CSV Employing our advanced artificial intelligence, we offer automated table detection capabilities, seamlessly converting tables into formats compatible with Excel or Google Sheets through Optical Character Recognition (OCR) technology. Table Detection: Automatic table detection extends beyond bank statements and credit card documents; it intelligently identifies tables within invoices and receipts as well. OCR: Transforming table detections

SharesFX is a versatile platform offering AI-powered comparison tools to help users find the best financial service providers. Specializing in comparing brokers, margin rates, AI trading tools, credit cards, and more, SharesFX aims to simplify the decision-making process.

Consark is a finance automation platform that efficiently handles finance close, variance analysis, and finance risk processes. Our unified controllership platform streamlines your record to report processes, simplifies task management, tracks team progress, and enhances collaboration across internal and external teams. Trusted by Fortune 500 and mid-market enterprises globally, we've achieved over 35% reduction in close cycles. Our professional services team can act as your extended arm in crit

StockTradingSoftwareReviews.org is a comprehensive platform offering detailed reviews and insights into various stock trading software. It categorizes software types, highlights key features and benefits, and provides tailored recommendations for different levels of traders. The site also includes educational resources to help users understand and effectively utilize these tools, assisting investors in making informed decisions and optimizing their trading strategies.

Unlock unparalleled financial analysis with PentaCue - AI Financial Analyst. Powered by cutting-edge AI, PentaCue revolutionizes financial data analysis, from U.S. Corporate filings to investment trends. Its GPT-driven insights offer real-time market analytics, enabling comprehensive financial forecasting and risk assessment. With PentaCue, dive deep into SEC reports, engage in intelligent financial modeling, and develop robust investment strategies. Our AI-powered tool provides clarity in f

Streamline your dealmaking with compliant tech-driven workflows: Free up time to focus on your highest priorities leveraging Finalis’ comprehensive suite of solutions. Over 300 global investment banks, placement agencies, and independent dealmakers rely on Finalis' dealmaking platform. We work with every user to find a price, plan, and solution that fits your needs.

Protecting Your Institution & Your Customers In an age where cyber threats are evolving at an unprecedented rate, staying one step ahead of cybercriminals is essential. Financial institutions entrusted with sensitive customer data and assets, need a robust solution to safeguard your institution from the ongoing risks hidden on the dark web.

Advisors spend up to 12 hours analyzing clients' portfolios and comparing them to model portfolios. Manual transcription often leads to errors, and pouring over analytics adds time and complexity to the task and hinders growth. Advisor Core simplifies the process by allowing Advisors to quickly upload account statements and receive a comprehensive analysis of portfolio areas such as Values-alignment, Risk, Fees, and Sector Diversification. Additionally, it provides an AI-driven, on-brand client

ESOP Direct offers a comprehensive Cap Table Management platform designed to streamline equity management for private companies. This real-time, cloud-based solution enables organizations to efficiently plan, store, and report equity data, ensuring accuracy and compliance throughout the company's lifecycle. Key Features and Functionality: - Real-Time Cap Table Administration: Provides up-to-date tracking and management of company equity structures. - Cloud-Based Platform: Ensures secure and a

Black Diamond Advisory is a leading global digital finance transformation firm and a Diamond-level partner of OneStream Software. Established in 2019, the company specializes in enhancing financial and operational reporting capabilities by integrating advanced technology directly with finance and business unit leaders. Operating across the U.S., Canada, Europe, and Australia, Black Diamond Advisory is committed to delivering expert implementation and ongoing collaboration to drive financial tran