Products

Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics and asset administration, seamlessly integrating with a firms' infrastructure and third-party vendors. The omni-channel, easy-to use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to an ever-changing regulatory landscape. The core aim is to help customers grow, remain

Bearing Point Wealth Partners is a firm that offers investment advisory services and provides financial planning, asset allocation, consulting, and investment supervisory services.

WealthPulse by Polestar Analytics is an AI-powered wealth data intelligence and command center platform designed for Registered Investment Advisors (RIAs) and family offices managing multi-custodian environments

Finexa simplifies financial management with smart solutions. Accelerate digital onboarding for a seamless client experience. Enhance investment strategies with data-driven insights. Strengthen distributor and partner collaboration with an intuitive platform. Elevate investor engagement with a user-friendly app for effortless portfolio management.

LSEG T1 Wealth is a comprehensive front-to-back-office workflow solution designed to empower wealth advisors by integrating client and market data, enabling the delivery of personalized financial advice. This platform combines robust content and analytics to support advisors throughout the investment lifecycle, from client onboarding and proposal creation to portfolio management and client relationship enhancement. Key Features and Functionality: - Integrated Workflow: Seamlessly combines in-h

With over a decade of leadership in private wealth investment counsel, Corey is thrilled to unveil Tempus Wealth Partners, LLC. His vision is one of an independent fiduciary, free from traditional incentive structure which can conflict with best practice. Can you imagine? A tailored focus on your needs. Corey champions intellectual capital and the delivery of fiercely tailored guidance for individuals and families who are ready to elevate their financial acumen. His latest includes key roles w

We work with business owners and leadership teams to design financial strategies that support the company, its employees, and the personal goals of its owners. Our work includes designing and administering retirement plans, evaluating 401(k) and other qualified plan options, structuring executive compensation and retention benefits, and helping businesses manage succession and ownership transitions. We also review how these decisions affect cash flow, taxes, employee recruitment, and the owner’s

We offer a client engagement platform between financial advisors and their clients which includes 360 of all financial products, financial goal tracking across Wealth Creation, Wealth Protection and Wealth Preservation goals and a secure collaborate Vault that enables the estate readiness of the client.

Envestnet’s Wealth Management Platform offers capabilities that can be configured to match client demands by serving as the central point of your wealth-management ecosystem—connecting our comprehensive data, solutions, and technology with your needs.

Range is an AI-powered wealth management platform designed to revolutionize how individuals plan and manage their financial futures. By integrating advanced artificial intelligence with comprehensive financial services, Range offers personalized investment strategies, tax planning, retirement solutions, and estate planning. Its proprietary AI advisor, Rai, delivers expert-level financial guidance swiftly and efficiently, making sophisticated wealth management accessible to a broader audience. K

HealthySure is India's most loved employee benefits platform for Startups and Enterprises in India. The platform offers a suite of group health, life and accident insurance products with curated health and wellness programs.

HealthMaxxing is a whole-self health and wellness tracking app for iPhone and Android. It brings nutrition, hydration, sleep, movement, workouts, recovery, weight, cycle tracking, mood, journaling, breathing, medications, supplements, and guided mind practices into one customizable experience. Users can log meals manually or with photo-assisted nutrition analysis, import supported activity and wellness data from Apple Health and Health Connect, monitor trends, and review weekly summaries. The

E-Warmup is an AI-powered email deliverability platform that helps businesses optimize their sender reputation and ensure emails reach inboxes rather than spam folders. The service uses advanced warmup technology to prepare domains and IP addresses for email campaigns, claiming to boost inbox placement from 20% to 95% within one week. The platform leverages AI-powered conversations with real users in authentic mailboxes to systematically build sender reputation and email deliverability. Core fea

DMText is an enterprise-grade SMS marketing and business texting platform designed to help organizations send, automate, and scale text message communications to customers and leads. DMText enables businesses to launch high-deliverability SMS campaigns, manage contact lists, schedule and automate messaging workflows, and integrate text communication into existing systems via API. With carrier-compliant 10DLC approval in as little as 36 hours and support for mass texting at scale, the platform is

Interview DO is a comprehensive platform designed to streamline the interview preparation process for job seekers and hiring managers alike. It offers a suite of tools and resources aimed at enhancing interview performance and facilitating effective candidate evaluation. Key Features and Functionality: - Extensive Question Bank: Access a vast collection of interview questions across various industries and roles, enabling users to practice and prepare effectively. - Mock Interviews: Engage in

Spot On is a digital marketing agency specializing in assisting B2B healthcare companies to enhance their marketing strategies, increase sales, and achieve accelerated growth. With a deep understanding of the healthcare sector, Spot On offers tailored solutions that address the unique challenges faced by healthcare software companies. Their expertise spans from brand identity development to comprehensive digital marketing strategies, ensuring clients effectively reach and engage their target aud

Corestream is a leading voluntary benefits and employee savings platform designed to enhance employee engagement, health, and financial well-being. By consolidating a wide array of voluntary benefits and discounts into a single, user-friendly platform, Corestream simplifies the administration process for employers and provides employees with seamless access to essential benefits. This comprehensive approach not only streamlines benefits management but also fosters a more satisfied and productive

Zen Health is a healthtech enterprise pioneering longevity-as-a-service for the modern healthcare sector. Its flagship platform, Zen Longevity360, equips clinical providers and wellness practices to deliver structured, AI-assisted, 12-month biomarker-driven preventative care programs under their own brand. Zen Longevity360 by Zen Health is a comprehensive, clinically supervised healthspan and longevity platform tailored for modern healthcare providers. Operating on a B2B2C white-label model, Z

TextMaster is a platform that offers a professional online translation service that enables businesses to easily expand their international reach by combining advanced technology with a network of verified expert translators,it redefine how businesses handle translation.