Products

Dynamic Planner is a multi-award-winning service with a 17-year track record of success. We help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic P

The ViceVersa MSG to EML & EML to MSG Switcher is a simple solution for switching MSG files to EML files and EML files to MSG file format without needing any email client. It supports all Windows OS versions like 11, 10, 8.1, 8, 7, XP, Vista, etc. It is easy to use for all users without technical knowledge because it has a user-friendly interface. It switches unlimited MSG files to EML files and EML files to MSG files without file size limitation. This software also provides a free demo vers

Horowitz Agency is a premier integrated marketing and public relations firm specializing in serving boutique law firms, production companies, and professional service providers across the United States and Canada. Established in 2007, the agency leverages its in-house law firm experience to deliver comprehensive marketing strategies and implement effective tactics tailored to each client's unique needs. Key Features and Functionality: - Strategic Planning: Conducts market and position assessm

GK3 Capital is a specialized digital marketing and sales enablement firm dedicated to transforming how financial services companies, particularly asset managers and wealth managers, engage with their clients in the digital era. By integrating deep financial industry expertise with cutting-edge digital strategies, GK3 Capital empowers firms to modernize their client acquisition processes, enhance operational efficiency, and drive substantial growth. Key Features and Functionality: - Customized

TruePoint Communications is an award-winning integrated marketing agency that specializes in propelling brands forward through tailored marketing strategies, digital media, public relations, and creative services. The agency focuses on driving growth for a diverse range of clients, from billion-dollar publicly traded companies to start-ups across the U.S. Their offerings include community management, crisis management, intelligence services, and various forms of digital and creative marketing. T

Metaware offers cloud-based management systems as a service, featuring solutions for quality management, complaint management, and dynamic forms. Their products, including Proware, Improware, and Infoware, cater to organizations seeking to efficiently handle ISO certification, client satisfaction, and streamlined workflows. With a focus on scalability and integration, Metaware's tools are designed for immediate deployment and ease of use across devices. Their intended clients range from various

Graphicmachine is a digital marketing firm specializing in clients who build environments: architecture firms, building materials manufacturers and distributors, and construction firms. Our clients trust us to solve their most important marketing, sales, and business problems.   Some of the typical marketing challenges we routinely solve: No prospects in your sales funnel Not enough qualified employee candidates People don’t understand how you’re different from a competitor People

Lightning Step is the ultimate electronic health record program available. We built upon the ideas of our team, received input from professionals in the field, and integrated our “wish list” to create a great product for you. Increases user efficiency and time management for staff. Web-based application. Each customer gets a dedicated server. Each server is backed up offsite with differential backups every day and week. The entire application is encrypted and also uses SSL encryption for additi

Sinewave Computer Services Pvt. Ltd., established in 1985, is a leading Indian software development company specializing in taxation and HR management solutions. With over 36 years of experience, Sinewave has developed a suite of reliable and high-quality software products tailored for professionals such as Chartered Accountants, tax consultants, and businesses across various sectors. Their clientele includes educational institutions, co-operative societies, banks, service industries, and small

Timetics.ai is an AI-powered scheduling and appointment management platform designed to streamline the planning of meetings, bookings, and business activities. By integrating advanced automation and artificial intelligence, Timetics.ai enhances productivity and efficiency for businesses of all sizes. Key Features and Functionality: - Automated Scheduling: Leverages AI to create intelligent daily schedules based on tasks, priorities, and available time slots. - Calendar Integration: Seamlessly

Gorelo is an all-in-one PSA, RMM, documentation, and AI-powered automation platform for MSPs. Built by MSPs frustrated with legacy tools, it streamlines service delivery with ticketing, client portal, and forms. It also offers RMM for device monitoring & management. A searchable knowledge base centralizes documentation. Automated billing and workflow automation eliminate repetitive tasks. AI features like sentiment analysis, suggested replies, and ticket summarization help technicians work s

Geniee is a leading advertising technology company that offers a comprehensive suite of solutions designed to maximize ad revenue and enhance marketing efficiency for publishers, advertisers, agencies, and app developers. Established in 2010, Geniee has expanded its presence across Asia, with offices in Singapore, Vietnam, Indonesia, and Thailand, providing innovative tools that integrate seamlessly into existing systems to optimize monetization strategies. Key Features and Functionality: - Su

Vincent AI is an advanced legal research assistant developed by vLex, designed to enhance the efficiency and accuracy of legal professionals' workflows. By integrating vLex's extensive global legal database with cutting-edge artificial intelligence, Vincent AI offers personalized support tailored to the unique needs of lawyers, whether they are part of large law firms, in-house legal teams, or solo practices. Key Features and Functionality: - Advanced Research Solutions: Vincent AI interprets

Smartleaf allows firms to deliver their best investment thinking to every client. By simultaneously increasing customization, efficiency, and consistency, firms can reduce costs and dispersion and still provide all of their clients with:

Goodwood Consulting specializes in assisting investment managers and financial services firms by integrating and automating their marketing, client communications, and sales processes. By leveraging advanced technology, Goodwood unifies websites, marketing communications, compliance requirements, sales, and client relations data into a centralized CRM system. This integration provides unparalleled insights into client and prospect engagement, enabling marketing, sales, and client service teams t

FuneralTech Intelisync platform enables you to enter your client family's information just once, and then automatically syncs this data everywhere you need it, allowing you to complete forms, contracts and invoices, and it saves these documents to each case for easy retrieval.

TrezCase is a cloud-based immigration case management platform built for law firms. It streamlines the entire immigration workflow — from client intake and document collection to case tracking, USCIS form generation, billing, and client communication. Features include a branded client portal, automated deadline alerts, secure per-case messaging, customizable intake questionnaires, time tracking, invoicing, and multi-staff collaboration with role-based access. TrezCase supports white-label brandi

Launch CRM is a comprehensive, all-in-one customer relationship management platform designed to streamline and automate various business processes. It offers a suite of tools including email and text message marketing, phone call management, sales automation, and more, all integrated into a single platform. This integration eliminates the need for multiple software solutions, allowing businesses to manage appointments, create sales funnels, and conduct marketing campaigns efficiently. Key Feat

Woodard Consulting Group specializes in empowering accounting professionals and business advisors through comprehensive education, coaching, resources, and community engagement. Their mission is to transform business advisors, enabling them to provide exceptional value to their clients and strengthen their practices. Key Features and Functionality: - Education: Offers cutting-edge training programs, including courses and events focused on client advisory, practice management, and technology,

We are a team. A team of creative content producers. At our core, creativity is displayed when art meets innovation. Our art takes many forms. Digital marketing campaigns, market research, website development and design, and creating new, compelling content. No matter the goal, we are listeners first. In order to truly add value, we have to understand the goal.  True understanding is an immersion into your brand, your target audience, your timeline, and what milestones along the way move the ne