Advisor is an agentic FP&A and decision intelligence platform for large enterprises. It connects to existing ERP, BI, and planning systems, structures the data into a governed multi-dimensional model, and runs analysis, forecasting, and recommendation workflows on top of it. The platform pairs a deterministic calculation engine with language models used for interpretation and reasoning. Calculations are reproducible, assumptions are explicit, and outputs trace back to source data. Core mod
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
AlixPartners is a firm that provides business and financial advisory services including operations efficiency, revenue optimization, cost management, margin expansion, and enterprise transformation advisory services.
Shaw Academy is a global online education institution which provides interactive classes, designed to allow students to learn at their own pace. The courses offered by the Shaw Academy cover topics including finance, photography, health and fitness, marketing, technology, design, beauty, music, business and the English language. The company’s mission is to empower students with the skills they need to follow any career path in a flexible and affordable manner. Shaw Academy achieves this by l
EquityRT is a comprehensive financial data platform designed to simplify investment research for professionals. It offers a rich array of tools and data, enabling users to research, build, and test investment strategies efficiently. The platform is accessible via the web without the need for installations, providing flexibility and mobility for users. Key Features and Functionality: - Extensive Financial Data Coverage: Access to a wide range of financial market data, including up-to-date fund
Expand your library of unbiased, advisor-centric content and save time. Engaging content includes articles, videos, calculators, market summaries and e-seminar presentations; each piece is easy to share thanks to email, mobile, and social media integration, as well as automated campaign capabilities.
MetaTrader 5 (MT5) is a comprehensive multi-asset trading platform developed by MetaQuotes, designed to facilitate trading across various financial markets, including Forex, stocks, and futures. It offers a robust suite of tools for technical and fundamental analysis, algorithmic trading, and copy trading, catering to both novice and experienced traders. Key Features and Functionality: - Flexible Trading System: MT5 supports both netting and hedging order accounting systems, providing versatil
Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conversations around vision, values, purpose, family roles, milestones, and legacy letters. Advisors can invite client families into a white-labeled experience, use KinAI to prepare for and support legacy conversations, and access advisor education and resources inside the platform. Total Family is desi
Clarity is the complete end-to-end NextGen Advisory system for accounting firms. Unlike financial reporting tools that only analyse data, Clarity provides the methodology, education, and technology for accountants to build an entire advisory practice and become the most valuable person in their clients’ business lives. Our CLEAR Advisory Map (Current, Leaderboard, Endgame, Actions, Review) makes advisory repeatable and deliverable by the entire team, not just partners. Combined with the 7 Key N
Echelon Risk + Cyber is a cybersecurity professional services firm built on the belief that security and privacy are basic human rights. Protecting them requires more than tools or checklists. It requires focus, expertise, and a deep understanding of how risk impacts real businesses. Cybersecurity, privacy, and technology risk continue to evolve and create meaningful disruption across industries. Echelon was built to address those challenges head-on. We partner with organizations that want hones
Ari is your AI operating partner for work. Ari combines the following eight capabilities into one contextual unified experience: • career coaching • day-to-day assistance • meeting notetaking • knowledge search • AI workflows • feedback and recognition • organization pulse • collaboration profile
Tripdash is an AI-powered travel planning platform that combines the speed of AI with the expertise of real travel advisors. Simply tell Marlow, our AI travel assistant, where you want to go or choose from curated trip starters to receive a personalized itinerary tailored to your destination, budget, and travel style. Every plan is reviewed by a real Travel Advisor before anything is booked, ensuring a seamless and stress-free travel planning experience.
Block Advisors is a firm that provide Tax preparation and planning services to help individuals and businesses with any complex tax situation.
Esnad Financial is a Riyadh-based, CMA-licensed advisory firm specializing in corporate finance and governance solutions for Saudi businesses. Through its arranging and advising authorization, Esnad supports private placements and transaction structuring while delivering compliance-first advisory across governance, risk, and compliance (GRC). The firm also provides outsourced internal audit, anti-money-laundering (AML/KYC) program design, feasibility studies, and private fund structuring—helpi
Go-to-Pricing strategy that maximizes profit . Uncover the true value of your product and the best way to charge for it.
Fullon Advisors is a Nordic boutique consulting firm specializing in maximizing the potential of Salesforce and Amazon Web Services (AWS) technologies for businesses. With over 12 years of experience across various industries, they offer independent advisory services, including their unique "Platform Owner as a Service," ensuring clients fully leverage their Salesforce investments. Key Features and Functionality: - Salesforce Expertise: Comprehensive consulting services to enhance Salesforce