Products

Uniquely delivered on the world’s leading CRM platform, Salesforce, WealthConnect™ delivers financial services in a sophisticated and compelling way using tomorrow’s technology today.

Product Description: SAP Activate is a comprehensive implementation methodology designed to facilitate the swift and efficient deployment of SAP solutions, particularly SAP S/4HANA Cloud. By integrating ready-to-run, preconfigured processes with a clear adoption framework, SAP Activate enables organizations to transition to the cloud seamlessly. This approach not only accelerates initial deployment but also supports continuous innovation, allowing businesses to adapt and extend new capabilities

Intapp Risk & Compliance is a comprehensive suite of cloud-based solutions designed to help professional services firms manage risk and compliance throughout the client lifecycle. By integrating AI-driven tools, the platform streamlines client evaluation, business acceptance, conflicts clearance, and client terms management, enabling firms to proactively mitigate risks and enhance operational efficiency. Key Features and Functionality: - Client Evaluation and Business Acceptance: Facilita

Welcome to Decentro! No need to spend multiple man months integrating with broken and legacy APIs of core banking. No need to run around for multi-party coordination within any banking player or even out side for your requirements.

Import and reconcile your sales in a snap. Know your products without the excel mumbo-jumbo.

CANDID is the only mortgage marketing platform built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses. Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence. Your database is valuable and CANDID knows it. Thanks to a hands free

AI-powered sales automation platform to help financial advisors automate sales processes to increase the conversion rate of leads to business using lead tracking, intelligence, and sales engagement.

Nexgen Customer Relationship Management System (CRM) is a data-driven solution to improve the partner’s customer base by maintaining and managing customer relationships effectively. It is one of the few CRM’s which offers a simple yet customizable CRM platform for maintaining a long-lasting relationship with customers. Nexgen CRM is specially tailored for the financial institutions. We focus on streamlining financial workflows and generally provide closer integration with accounts.

Recur Club is India’s fastest debt platform that helps companies raise debt capital tailored to their business needs. Our ISO 27001 Certified Marketplace democratizes access to debt for founders, and our dedicated capital experts help you select the best debt offer from 100+ marquee lenders with 1 single application. Since our inception in 2021, we have disbursed over $200 million, serving over 1500 customers and partners, enabling them to experience unrestricted growth.

IG Insight, a tool specially designed for TeamConnect, lets Legal Ops and corporate IT teams, to finally get a complete, connected, and holistic view of their TeamConnect™ system customizations, security, usage, performance, and more in a secure platform. It also increases user adoption while cutting costs by provides intelligent and actionable information and suggestions on how to reduce and simplify system complexity.

Leanspots is a StartUp Ecosystem Manager. A hybrid marketplace & fintech software that incorporates proprietary technologies based on AI, BigData and NLP. Optimize the resources of your innovation infrastructure with an intelligent tool. If you are a University, Entrepreneurship Center, Accelerator or Incubator this is your tool.

Simplify payment tracking and management, while offering more payment options to families. With FACTS, you can enhance fiscal forecasting, streamline admissions, and provide a single system to capture tuition and fees.

Reward helps SaaS companies maximize recurring revenue with in-app rewards that drive engagement, referrals, and reviews. Customize incentives to fit your user journey, boost conversions, and capture high-quality users. With seamless integration and support for major platforms like Stripe, Segment, and G2, Remention transforms your product into a growth engine, turning users into loyal advocates.

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

Coinbase Institutional is a comprehensive platform tailored for institutional investors, offering a suite of services to facilitate engagement with digital assets and the evolving web3 landscape. Designed to meet the sophisticated needs of asset managers, financial institutions, corporations, liquidity providers, and private clients, Coinbase Institutional provides secure custody, advanced trading capabilities, and a range of prime services to support the entire investment lifecycle. Key Featur

Emvigo is a leading provider of industry-leading products, services, and research across a wide range of information technology disciplines. Emvigo offers high-quality, high-value technology development to companies across the spectrum of small, medium, and large scale enterprises by leveraging the best in class resources, processes, and technologies. Unlike conventional technology providers, Emvigo assists its clients in maximizing technology's potential for a comprehensive impact on the com

Pow Ideas is an advertising firm that specializes in the creation and development of branding initiatives. This is made possible by a diverse team that combines creativity and technology in order to produce brands that serve a specific purpose. We employ an approach called "Design Thinking" to come up with unique solutions in which the end user is at the center of the creative process. In this manner, we develop based on what is important to the user, and the finished product provides genuine

SafeGrid Earthing Software is apt for earthing systems designs. The software performs accurate, finite elements based calculations. SafeGrid Earthing software is proven, affordable and easy to use. The software calculates grid resistance, touch and step voltages and lightning protection for substations. The software is helping industries for the last ten years. The software includes all the modules you need for performing a safe earthing system design in the safe grip. It includes: Fault current

Idea Link is a software development company that harnesses No Code tools to shorten development processes and deliver equally reliable solutions up to 5 times faster than our competitors. No Code is easily scalable, which lets us satisfy a variety of needs, from a quick MVP for a startup to custom enterprise software for increasing the efficiency of a corporation. Once projects are finished, we provide superior support and rapid maintenance services, enabled by the accesibility of our tools.

VOCO fits into your company as either a full-service outsourced marketing department, as the digital strategy and execution arm, or large scale creative campaigns. VOCO handles all creative, media buy, execution, and development in-house, making for a very cohesive and seamless experience. Comprised of the best and the brightest, each member of the VOCO team is recognized for their love of marketing, people and a drive to finish first. We recruited a new generation of strategic and creative d