Products

Agent Tech Finder is the marketplace where Agents, Brokers and Developers meet the technology that will help them to transform their business.

Longview offers a cloud-based platform that delivers innovative corporate planning solutions in the marketplace. Longview brings budgeting, forecasting, tax reporting, analytics and the financial close to its single platform for out of the box performance management.

Our Customer API allows you to register customers in our bank core so that you can offer them accounts, payments, cards and other white label banking products.

Flinks provides an open banking platform that makes it easy and efficient to use financial data. Connectivity lets you connect your users’ financial accounts from institutions across the US and Canada, to access KYC/KYB information, transactional data, and assets. Enrichment lets you turn raw financial data into actionable insights for credit risk analysis, income verification, life event detection, fraud prevention, and other data-driven use cases.

Buxfer is a cash management software.

Stacks streamlines your monthly close with AI-powered tools, so your team can focus on what matters. Automate reconciliations, journal entries, variance analysis, and reporting — fully synced with your ERP.

Soundplate Clicks is the ultimate tool for creating music smart links for marketing, pre-save campaigns, artist pages and more. Instantly take your music marketing campaigns to the next level. Use Soundplate Clicks to easily create intelligent smart links for your music with innovative new features designed to help grow your fanbase, increase streams & sales, sell more gig tickets and better understand your audience.

The Inspire platform transforms the way leadership development programs are currently delivered. With our built-in leadership content combined with enterprise goal management, collaboration and performance we deliver measurable results that helps your business adhere to its growth strategy and achieve organizational goals.

FinFit is one the nation’s largest financial wellness benefits servicing over 125,000 clients. FinFit provides a self-directed online experience that lets employees measure their financial well-being and provides fun, education resources and tools to increase their financial knowledge and drive results. FinFit helps to eliminate stress in the workplace by providing real-time solutions that offer real-world help when it is needed most. FinFit is a powerful way for employers to attract and retain

Comprehensive solutions to help you identify, assess, and manage financial risk. Credit Checks, Enhanced Director Matching, AML Checks, Due Diligence, Business Intelligence, Predictive Analytics, and much more!

Dealroom is a global intelligence platform to discover the most promising companies and tech ecosystems around the world. As an API-first company with 100+ data points on over 2M+ startups and scaleups globally, Dealroom is designed to help you identify under-the-radar companies, perform in-depth analysis, stay up-to-date with innovation, and much more.

A.I. Powered Instant Bookkeeping Journal Entry Creation, Smart Document Management & Messaging Collaboration.

IBM Planning Analytics, powered by IBM TM1 automates your planning, budgeting, forecasting and analysis processes. It offers the full functionality of spreadsheets while eliminating manual tasks to drive efficiency.

Gain is a platform that specialises in private market data. The platform is designed to provide in-depth insights into companies, investors, industries & investment activity globally for research, analysis and deal-sourcing workflow management.

Banner Finance is a financial management software that enables higher education institutions to access and manage their financial information, automate all financial processes, monitor budget, and grant-related activity.

Parallel is an easy-to-use financial modeling platform built for early-stage companies helping them understand their runway, revenue, burn, and the impact of decisions without needing to build complex financial models.

Cloud technology providing business solutions and measurements of performance. Creates insights and reports to make better business decisions and forecasting.

AdvisorEngine CRM is a comprehensive client relationship management platform specifically designed for financial advisors. It streamlines client data management, automates workflows, and enhances client interactions, enabling advisors to focus more on client relationships and less on administrative tasks. The platform's intuitive design and robust features support the unique needs of wealth management professionals, facilitating efficient practice management and business growth. Key Features an

Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.

Jenzabar One gives you the tools to be more engaged, responsive, and connected to students. It gives you the competitive edge you need to meet your enrollment and retention goals and helps your organization becomes agile and responsive to competitive pressures.