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PINA wealth management
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Capco, an FIS company, is a global management consultancy with a focus in financial services including banking and payments, capital markets, and wealth and asset management, plus a dedicated energy division.

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FusionIQ is a cloud-native wealth management platform designed to empower financial institutions and advisors by providing scalable, modular, and integrated digital solutions. It enables users to launch cost-effective, private-labeled investing and advisory services tailored to clients across various wealth brackets. With its intuitive interface and comprehensive features, FusionIQ facilitates digital transformation, allowing institutions to offer a seamless investment experience. Key Features

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The cloud-based wealth management solution transforming the investment landscape! As a Software-as-a-Service (SaaS) offering, Tonic streamlines the investment process, ensuring simplicity for investors and seamless management for financial advisors

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Performativ is a comprehensive wealth management platform designed to unify and streamline the management of diverse client holdings, ranging from traditional bank accounts to private equity investments. By consolidating data into a single, user-friendly interface, Performativ eliminates the complexities associated with multiple systems and scattered information, enabling wealth managers to focus on delivering exceptional value to their clients. Key Features and Functionality: - Multi-Custodia

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Northlake Analytics is a healthcare technology company specializing in enterprise-level data services designed to enhance business intelligence and big data capabilities within healthcare organizations. By seamlessly connecting data from patient entry to decision-maker metrics and automating processes in between, Northlake Analytics effectively eliminates healthcare data silos, enabling comprehensive tracking and management of patient information. Key Features and Functionality: - EMR Integra

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Elixir’s Revenue Cycle Management solution helps healthcare providers simplify billing operations, reduce claim denials, and improve overall financial performance. Designed specifically for the healthcare industry, the platform combines automation, AI-driven workflows, and seamless EHR integration to streamline the entire revenue cycle—from insurance verification to payment collection. The solution includes automated eligibility checks, real-time claim processing, electronic remittance handling

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Experian's Ascend Quest™ is a comprehensive, self-service platform designed to empower organizations with real-time access to extensive data sources, enabling efficient account reviews and portfolio management. By integrating advanced analytics and a user-friendly interface, Ascend Quest™ facilitates informed decision-making and risk mitigation strategies. Key Features and Functionality: - Real-Time Data Access: Provides immediate retrieval of thousands of data elements, including credit attri

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Spero-Smith is an investment advisors firm that provide professional investment guidance, financial planning, asset management, and wealth management services to high-net-worth individuals, business owners, foundations, endowments, and families.

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Recordent is a technology-driven credit management platform designed to help businesses enhance cash flow and mitigate credit risks. By enabling companies to submit customer dues and access comprehensive credit reports, Recordent fosters transparency and trust between buyers and sellers, facilitating informed credit decisions and timely payments. Key Features and Functionality: - Dues Management: Businesses can submit customer dues through various methods, including forms, bulk uploads, or int

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Origin CRM is a digital consultancy specializing in designing and delivering tailored Salesforce solutions for the banking and wealth management sectors. With a team of experienced, Salesforce-certified consultants, Origin CRM focuses exclusively on the Salesforce platform to address the unique challenges faced by financial institutions. Their expertise encompasses process automation, core system integrations, complex approval workflows, security permissions, and system controls, all aimed at en

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Impact Advisors is a premier healthcare management consulting firm dedicated exclusively to the healthcare industry. Founded in 2007 by Andrew and Peter Smith, the firm has built a reputation for delivering innovative solutions that enhance both the business and delivery aspects of healthcare. With a team of highly skilled professionals, Impact Advisors offers a comprehensive suite of services designed to address the unique challenges faced by healthcare organizations. Key Features and Funct

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Discover farm management solutions that scale from small family farms right through to corporate enterprises. Integrated solutions that encompass financial, cropping, livestock, mapping and weather modules. Agriculture is a sophisticated business that needs industry specific solutions that drive efficiency, profitability and productivity.

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4D Global is a premier provider of technology-driven Revenue Cycle Management and Health Information Management solutions for the U.S. healthcare industry. Established in 2007, the company specializes in medical coding, billing, accounts receivable management, denial management, and data analytics. By leveraging a combination of skilled professionals, advanced technology, and streamlined processes, 4D Global aims to optimize financial performance and operational efficiency for its clients, which

Product Description

Zee Medical Billing is a premier medical billing company based in Illinois, dedicated to enhancing healthcare providers' financial performance and operational efficiency. Established in 2010, the company offers comprehensive and customized medical billing services, managing every aspect of the revenue cycle from patient registration to denial management. With a deep understanding of the complexities of the healthcare industry, Zee Medical Billing ensures accurate, timely billing solutions, allow

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RJM Group and Company is dedicated to delivering tailored consultancy and financial services that support sustainable growth for businesses and individuals alike. Specializing in business strategy, tax planning, and wealth management, RJM Group partners with clients to optimize financial outcomes and navigate complex regulatory landscapes.

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Medsphere’s HealthLine solution is a proven partner in providing healthcare-specific, healthcare-designed, supply chain management systems. Using inventory management and patient revenues as a benchmark, HealthLine utilizes state-of-the-art technology with hardware and software uniquely designed to meet the needs of healthcare providers in managing supplies, providing accurate inventory, and maximizing patient revenues. Additional features include identification of potential labor reductions, ac

Product Description

IDS Healthcare is a leading provider of AI‑powered revenue cycle management for healthcare. With over 25 years of expertise, it offers end‑to‑end RCM solutions covering eligibility verification, coding, billing, and denial management to help healthcare practices improve collections, reduce errors, and streamline financial operations.

Product Description

CoverUS is a mobile application designed to empower individuals by enabling them to earn and save money through the management and sharing of their personal health data. By securely connecting their medical records to the app, users can participate in health research opportunities and access discounts on prescriptions, products, and procedures essential for maintaining their health. This innovative platform addresses the financial barriers that often prevent individuals from seeking necessary me

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PayZen is an AI-driven healthcare fintech platform dedicated to enhancing patient affordability and provider financial performance. By offering personalized, interest-free payment plans tailored to each patient's financial situation, PayZen ensures that medical expenses are manageable without imposing additional financial burdens. This approach not only facilitates timely access to necessary care for patients but also accelerates cash flow and reduces administrative tasks for healthcare provider

Product Description

ENTER is a fast-growing AI healthcare fintech company on a mission to revolutionize Revenue Cycle Management (RCM). In the U.S., healthcare makes up nearly 20% of GDP, and providers spend 5–10% of their revenue just trying to collect money from insurance companies and patients. It’s an outdated, painful, administrative mess. We’re here to change that. Our mission is bold: automate 1% of GDP by eliminating the manual, inefficient workflows that plague financial operations in healthcare. We’re b