Products

Wealth Dynamix specializes in the provision of cutting edge Client Lifecycle Management to the world's leading private banks and wealth management firms.

Wealth at Work's Financial Education program offers comprehensive, tailored financial education services designed to empower employees with the knowledge to make informed financial decisions throughout their careers. By addressing a wide range of financial topics, the program aims to enhance financial wellbeing, reduce stress, and improve productivity within the workplace. Key Features and Functionality: - Early Career Support: Guidance on understanding workplace savings, benefits, payslips, d

API-based financial services technology platform enabling clients worldwide to trade and invest. Allows businesses to embed investing capabilities in their applications supporting equities, ETFs, mutual funds, and options.

Weather Logic is a weather analysis and alerting platform that combines weather data, mapping, and organizational asset tracking in one system. It's built to help organizations monitor weather conditions against their own locations, assets, and staff, and to manage weather-related risk from a single tool rather than multiple vendors.

SignalWealth combines a white-label CRM with a content studio in one login. Firms run contacts, pipeline, tasks, two-way Google Calendar sync, public booking links with automatic Zoom, forms, email automations and texting on their own domain. The Studio turns long-form recordings, or a typed idea, into branded vertical shorts, full YouTube episodes with chapters, and SEO articles on the firm’s own blog. A wording check flags promissory language and blocks approval until it’s fixed, and every app

NuWealth (nuwealth.ai) runs automated trading strategies on Hyperliquid, a crypto exchange where every trade is recorded on chain. You deposit USDC, a stablecoin worth 1 US dollar, into a strategy vault, and the strategy trades for you around the clock. You don't need to pick coins or watch charts. How it works: Sign up with your email at app.nuwealth.ai. The app sets up a wallet that stays yours. The minimum deposit is $25 of USDC, and you can withdraw any time after 24 hours. What it cost

Elysys Wealth is an integrated investment management and accounting solution designed for family offices, institutional investors, and organizations managing complex investment portfolios. Built natively on Microsoft Dynamics 365 Business Central, Elysys Wealth brings portfolio management and financial accounting together within a unified environment, supporting front-, middle-, and back-office operations. The software supports a broad range of asset classes, including equities, bonds, funds,

Floatr is a workplace financial wellness and investment platform that helps organizations empower employees to build a more secure financial future. Through solutions such as Corporate NPS, payroll-linked investing, corporate mutual funds, and employee financial wellness programs, Floatr makes it easier for businesses to integrate financial well-being into the employee experience.

Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.

Tomorrow.io is the world’s leading Weather and Climate Security Platform, equipping humanity with the weather intelligence needed to thrive and adapt in an era of climate crisis. Through predictive and actionable insights, teams adapt to any weather-related challenge at scale both in real-time and in advance of business impact. Customers including Uber, Delta, National Grid, and more use Tomorrow.io to significantly improve operational efficiency, automate risk management and customize resilienc

For emerging and growing businesses, financial management goes beyond tracking numbers — it’s about gaining insight and direction. From bookkeeping and payroll to tax strategy and CFO-level guidance, we provide the tools and expertise that transform financial data into actionable decisions, giving companies the confidence to grow with clarity. With every service under one roof, there’s no need to juggle multiple providers. From daily operations and compliance to long-term planning and forecasti

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

Wealth Horizon is an AI-native wealth intelligence platform that unifies client portfolios, accounts, and market data from 230+ providers into a single real-time view. It delivers proactive AI-driven insights and recommendations for tax-loss harvesting, rebalancing, Roth conversions, risk detection, and portfolio optimizations—helping financial advisors, family offices, and institutions double AUM without adding headcount. Features include one-click execution, GIPS-compliant analytics, client-re

The SoftWear App is a specialized mobile Sales Force Automation (SFA) solution tailored specifically for the Fashion and Textile wholesale industry. It empowers sales representatives to professionally showcase collections and capture orders efficiently on tablets, whether in a showroom, at a trade show, or on the road. Key capabilities include: Fashion-Specific Order Taking: Intuitive management of Size & Color matrices for complex apparel orders. Visual Collections: High-definiti

KairosWealth is an AI-driven wealth management platform designed to simplify and enhance the investment experience for family offices and wealth managers. By integrating advanced artificial intelligence, KairosWealth offers personalized investment strategies and access to unique opportunities, ensuring optimal asset growth and management. Key Features and Functionality: - 360° Portfolio Visibility: Consolidate and monitor all assets in one place, with automated risk assessments to streamline p