Products

TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue. TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience. - Connect to your audience - Collect data for actionable insight - Automate business workflows - Save ti

Put borrowing power in the hands of your home buyers with the convenience of an always-on and mobile ready application that is fully customized to your brand. With pre-approvals and automatic early disclosures, let Fusion Mortgagebot do the heavy lifting while your team focuses on getting loans closed more quickly

Access unmatched financial data, news and content coverage in a highly customized workflow experience built just for you. Work faster and smarter on your preferred device, at home or in the office. Refinitiv Workspace gives you access to the broadest and deepest coverage of financial data, news, analytics and productivity tools - all in a highly customized experience on desktop, web and mobile. With its integrated developer environment, you can also use and analyze data flexibly with modern API

Identify your ideal customer, construct customer profiles, analyze buying patterns, cross-selling opportunities and churn rates, assess customer profitability, and more.

ProjectionHub is the innovative solution for sales management. Give the visibility of financial via projection of revenue, expenses, asset and liability to the entrepreneurs. So that they can get more idea of the business plans and investment.

FutureFuel.io is a comprehensive platform designed to help employers offer student loan repayment assistance as a valuable employee benefit. By integrating seamlessly into existing benefits packages, FutureFuel.io enables organizations to support their workforce in managing and reducing student debt, thereby enhancing employee satisfaction and retention. The platform offers a range of tools and services, including employer-sponsored loan contributions, personalized repayment plans, and financial

Tyler Finance Insights is a user-friendly application for the exploration, analysis, and benchmarking of regional budgetary and expenditure data

Business Quant is an investment research platform. It provides tools and datasets to empower investors, so they can evaluate companies better and make informed investment decisions.

Strongbox is the future of financial data. With just a few clicks, Strongbox transforms financials from a business’s ERP or accounting system into custom, actionable Excel workbooks.

Ampere, an all-in-one neobank that allows business owners to manage all the essential business financial operations in one place. Ampere allows businesses to: - Accept payments by cards and bank transfers - Make instant payments via SWIFT or SEPA as well as payments by card - Automatically convert funds into popular currencies - Generate and send invoices to customers with its Smart Invoicing System - Use mobile phone as a terminal - Get instant low-interest loans - Use acquiring services - Ma

The Digital Onboarding engagement platform helps banks and credit union marketers turn account openers into engaged and profitable relationships. Institutions use the platform to: • Increase account activation rates and ongoing usage • Maximize cross-sell rates • Educate people on how to use digital banking services • Manage M&A communications • And more Awards Winner: CreditUnions.com Innovation Series digital category MVP Award Winner: FIS Fintech Accelerator program Silver Award: Mass

Datricks Risk Mining is a data-driven SaaS solution that guarantees continuous financial compliance with a click of a button. The solution is designed for financial teams that struggle to find and control risks as they occur. Unlike generic GRC or BI solutions, Risk Mining enables organizations to gain clarity on their business processes and controls, adapt quickly to the continually evolving internal and external environments and impact the business bottom line.

Digital Collaboration Structured collaboration software to help teams save time, work securely, and improve client experience.

Supervizor is the fastest and most comprehensive way to uncover risk in your financial data. The only ready-to-use financial risk discovery and monitoring platform integrates with your ERP and other systems to continuously monitor for risk across all your transactions. With more than 350 out-of-the-box AI and rules-based controls, Supervizor enables your team to detect multiple types of anomalies and fraudulent activity--providing an unrealized-to-date level of financial data confidence. Built b

Syndicately structures investment deals for angel syndicates, wealth managers, and family offices using our Special Purpose Vehicle (SPV) technology

At nudge we are driven by a shared vision to create brighter financial futures for everyone everywhere. nudge combines financial education with personalized, timely, unbiased prompts to help people plot a path to prosperity. nudge is designed to help people maximize financial opportunities, overcome financial problems and make managing money stress free. We work with over 200 organizations across over 60 countries and counting, including many SVEF members such as Facebook, Intuit, Samsung and

Tickmark Audit Software is an affordable, user-friendly cloud-based platform that optimizes the audit work by supporting the project team’s work. It is used by small and midsize audit companies. The solution provides an option of workflow with included ISA compliant working papers. Tickmark Reporting tool allows easy compilation of different reports (Financial Statements reports, Management reports with KPIs and consolidated reports) based on the import of the company's trial balance.

At R2 Advisors, we are a leading consulting firm specializing in financial management, strategic advisory, accounting services, and technology integration for businesses in various industries. We bring a wealth of expertise to every engagement, offering customized solutions that drive efficiency, scalability, and long-term success. As a certified Sage Intacct partner, we offer top-tier cloud-based financial solutions tailored to your specific needs, whether you're looking to optimize accounting

Nortos provides high-quality, cost-effective and tailored CFO services for fast-growing companies and SMEs.

Finanical Risk Management from Fiserv supports asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk.