Search results for
PINA wealth management
(1278)
Star Rating
Categories
Categories(0)
Sellers(0)
Solutions(0)
Discussions(0)
Articles(9)
Advanced FiltersClear Filter
Star Rating
Categories
The next elements are filters and will change the displayed results once they are selected.

AI-Generated Results

Product Description

FinTech Automation, LLC is a Dallas-based technology firm specializing in digital transformation solutions for small to medium-sized financial institutions, including wealth management firms, insurance agencies, and banks. By integrating front-end experiences with an API-driven, microservices backend, FTA enables these institutions to automate processes and workflows, enhancing client engagement and operational efficiency. Key Features and Functionality: - UniFi Platform: Offers banking, trus

Product Description

Abrigo Portfolio Insights is a comprehensive portfolio risk management solution designed to help financial institutions efficiently manage and mitigate risks across their portfolios. By integrating various risk management processes into a unified platform, it enables institutions to streamline operations, enhance decision-making, and ensure regulatory compliance. Key Features and Functionality: - Allowance/CECL Calculation: Automates the calculation of the Current Expected Credit Loss (CECL al

Product Description

NTrust Systems is a provider of Electronic Health Record (EHR and Revenue Cycle Outsourcing solutions, designed to empower healthcare organizations with advanced tools and services to navigate the industry's most pressing challenges. By partnering with NTrust, healthcare facilities gain access to comprehensive operational, financial, and technological solutions that drive growth and efficiency. Key Features and Functionality: - Comprehensive Technology Suite: NTrust offers a full EHR system, i

Product Description

Applied Benefits Designer™ is an intuitive software solution that enables insurance agents and brokers to model and compare various benefits plan options in real time. By providing clear, visual presentations, it simplifies the benefits planning process, allowing clients to make informed healthcare decisions efficiently. This tool eliminates the need for time-consuming spreadsheets and static presentations, streamlining operations and enhancing client support. Key Features and Functionality:

Product Description

equicty is an online software platform that delivers comprehensive, accurate and actionable horse intelligence to owners, trainers, stable managers, etc. to support their daily management. Allowing them to improve; their administration / financial performance / horse health & performance / staff performance & efficiency

Product Description

Rivet is a comprehensive healthcare revenue acceleration platform designed to enhance financial transparency and operational efficiency for medical providers. By integrating with existing electronic health records and practice management systems, Rivet offers a suite of tools that streamline revenue cycle management, enabling providers to deliver accurate patient cost estimates, manage payer contracts, and resolve claim denials effectively. Key Features and Functionality: - Patient Pricing: A

Product Description

Barracuda Software, established in 2005 and headquartered in Barcelona, Spain, specializes in developing comprehensive Environmental, Health, and Safety Management (EHSM solutions. As an Infor Business Partner in Spain and Portugal, Barracuda Software offers a suite of products designed to enhance workplace safety, streamline compliance processes, and improve operational efficiency. Key Features and Functionality: - Plinius EHSM: An integrated risk prevention solution focused on environmental,

Product Description

SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.

Product Description

Clinzer by Abzer DMCC is a robust Healthcare Information Management System tailored for hospitals and other healthcare providers. It enables organisations to leverage technology to efficiently manage workflows across registration, EMR, telemedicine, billing, insurance claims, pharmacy, laboratory, and finance — all while ensuring compliance with UAE healthcare regulations such as DHA, HAAD, and MOH. Our Comprehensive Solution Includes Advanced Optimal Scheduling Comprehensive Outpatient Manage

Product Description

GreenSense Billing is a premier medical billing and revenue cycle management company dedicated to optimizing financial operations for healthcare providers across the United States. With over two decades of experience, GreenSense Billing offers comprehensive services that encompass front desk appointment scheduling, benefits verification, back-office claim management, and denial management. By handling these administrative tasks, the company enables healthcare professionals to focus on delivering

Product Description

OpenText™ Financial Hub is a scalable messaging platform designed to provide straight-through processing (STP) for financial institutions, delivering unparalleled visibility from order entry to settlement. This comprehensive solution supports end-to-end STP, wealth management, and middle-office operations for corporations, banks, brokers, and custodians. Key Features and Functionality: - Wealth Management and Capital Markets: Facilitates STP with visibility from execution to settlement for tra

Product Description

Lunnoa Automate is a self-hosted AI workflow and agent automation platform for Financial Services - specifically Private Equity, Real Estate, Wealth Management, and Banks. It acts as a business-facing UI layer between complex technology (AI models, APIs, internal systems, data sources) and well-defined business processes, allowing users to automate real-world workflows without needing to understand the underlying technical complexity. Lunnoa Automate enables organizations to: • Design AI agent

Product Description

FINORB is an integrated and comprehensive Investment and Financial Management Software Solution for Comprehensive Accounting, Portfolio Management & Research Analysis, with a complete Wealth Management including Risk Analysis and Tax Planning.

Product Description

BeyondIRR is a B2B wealth-tech platform designed to empower investment specialists—including Relationship Managers (RMs, Bankers, Advisors, Independent Financial Advisors (IFAs, Mutual Fund Distributors (MFDs, and Registered Investment Advisors (RIAs—to deliver superior client experiences. By leveraging technology-driven insights on markets, investment products, and client portfolios, BeyondIRR enables these professionals to enhance their service offerings and grow their Assets Under Management

Product Description

NextGen Healthcare Services offers a comprehensive suite of solutions designed to enhance the efficiency and effectiveness of healthcare practices. Their services encompass managed cloud hosting, professional consulting, revenue cycle management, and specialized training programs, all aimed at optimizing clinical and administrative workflows. By integrating these services with their electronic health records (EHR and practice management systems, NextGen Healthcare empowers providers to deliver s

Product Description

Innovaccer Analytics is a comprehensive healthcare data and analytics platform designed to empower healthcare organizations with actionable insights that enhance patient outcomes and financial performance. By unifying disparate data sources—including clinical, claims, and social determinants of health (SDoH data—Innovaccer provides a 360-degree view of patient populations, enabling informed decision-making and efficient care delivery. Key Features and Functionality: - Comprehensive Data Integr

Product Description

Advanced Pacific Medical, LLC is a healthcare management company specializing in comprehensive billing and revenue cycle management services for individual and group medical practices. With a focus on specialties such as Behavioral Health, Internal Medicine, Rheumatology, Physical Therapy, and Pulmonary Critical Care, the company aims to optimize financial outcomes and streamline operations for healthcare providers. By leveraging state-of-the-art billing software and a dedicated team, Advanced P

Product Description

Financial Cloud is a purpose-built Financial CRM designed exclusively for financial services firms. It combines customer relationship management, workflow automation, and data intelligence into a single platform. By tailoring workflows to the specific needs of wealth managers, insurance providers, fintechs, and banks, Financial Cloud helps firms deliver personalised client experiences while ensuring compliance and efficiency.

Product Description

CEC Main Street Services, offered by Clinical Excel Computech , provides comprehensive solutions tailored for healthcare organizations, including dental, medical, vision, and behavioral health practices. With over a decade of experience, CEC specializes in optimizing revenue cycles, streamlining administrative operations, and enhancing financial performance, allowing healthcare providers to focus on delivering exceptional patient care. Key Features and Functionality: - Revenue Cycle Management

Product Description

MantaWealth by MantaRisk is a next-generation portfolio management platform built for wealth managers, financial advisors, and institutional portfolio managers. It augments traditional portfolio management with a sophisticated layer of strategic and tactical risk management, delivering higher portfolio performance per unit of risk. Exposure Analysis: Go beyond reference data with our factor-based analysis: gain a precise understanding of your portfolio’s exposure across sectors, geographies, cu