Products

Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience. Invite your clients to enter data before or after meetings on any device. Continue your fact finding with a range of flexible modules that adapt to your meeting structure. Finalise your fact find for a clean handover to your paraplanner. Our market-leading tools play perfectly with your CRM. If you’re ready to make the most of your investment in technology

InCheck is a comprehensive background screening and monitoring service provider dedicated to assisting organizations in making informed hiring decisions that protect their business, employees, and customers. With over two decades of experience, InCheck offers a full suite of customizable solutions, including criminal background checks, employment and education verifications, drug testing, occupational health services, and reference checks. Their personalized, consultative approach ensures that e

Reach your users faster and more reliably by adding a single line of code.

Certified EMR solution that manages practice management workflow, prescription writing, note creation, faxing, order entry, and more.

VisitManager identifies issues and allows early intervention to decrease acute care visits and exposure to preventable readmissions

Built by accountants, FigsFlow automates proposal generation, engagement letter creation, pricing management, and more. It helps accountants, bookkeepers, tax advisers, and client onboarding software users get professional proposals and engagement letters in seconds.

Yellowfin helps clients solve problems with data and increase the performance of their business

Individual and group online sales training, as well as in-person and remote training for corporate clients.

MVSI is the leading end-to-end customer onboarding solution for regulated global Fintech participants. They uniquely merge automation and human expertise to combat onboarding friction and promote risk-free company growth, while satisfying heightened customer expectations. MVSI's software, Onboard! streamlines the entire onboarding process from prospect to retirement. This includes – offer generation, online application forms, opportunity management, risk and credit assessment, AML & KYC

Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. Built on the Replicon Time Intelligence™ Platform, it provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits * AI-powered Time Tracking: Accurately cap

Kore.ai is a leading provider of advanced AI with a decade of experience in helping enterprises realize business value through the safe and responsible use of AI. The company’s innovative platform, no-code tools and solutions are used to deliver end-to-end customer and employee experiences from automated to human-assisted and to build generative AI-enabled applications. Kore.ai takes an open approach allowing companies to choose the LLMs and infrastructure that best meet their business nee

Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.

Attorneys from small to medium law firms and area of practices will enjoy TimeSolv Legal's robust features while performing the critical client billing activities.

Healthcare software that powers solutions to recruiting and staffing, compliance, competency, and clinical outcomes.

Droplr is a file-sharing tool for Mac and Windows users. Effortlessly share files, screenshots, and screencasts with friends, colleagues, and clients.

Splashtop Remote Support is a comprehensive remote access and support solution designed for IT professionals and managed service providers (MSPs. It enables secure, high-performance connections to Windows, Mac, and Linux computers, facilitating efficient troubleshooting and management from any location. With features like unattended access, file transfer, remote printing, and multi-monitor support, Splashtop ensures seamless remote operations. Its user-friendly interface and robust security meas

Brainshark’s sales readiness platform gives you the tools to prepare all your client-facing teams with the knowledge and skills they need to perform at the highest level. With best-of-breed solutions for training, coaching, content and more, you can ensure reps are always ready to make the most of any selling situation. Thousands of companies – including more than half of the Fortune 100 – rely on Brainshark to get better results from their sales enablement initiatives

Simply.Coach is a 360° eCMP - (Coaching Management Platform) that makes life easier for {Executive/Leadership/Life/Health/Business} Coaches, Leadership Training & Consulting companies ( Coaching Businesses) so they can focus on coaching interactions, outcomes, and growth. We liberate both coach and client to focus on and realize the full potential of coaching, by digitizing growth avenues, solving operational difficulties, and aiding in sustained change for clients. Simply.Coach helps you

ClientFlo offers a Google Adwords PPC Management solution, designed for local businesses, ecommerce/online businesses and large enterprises that are looking to generate leads or increase sales using Adwords.