Products

Practice management is case management + business analytics. Backdocket was designed to use proven case management best practices, so you don’t need to reinvent the wheel. Backdocket then adds business analytics to your case management, so you can see what’s making your firm successful. Available at a competitive price, backdocket is also backed by a free demo as well as free tech support and free onboarding for new firms.

Capital Design: Data-Driven Digital Marketing Solutions for Financial Service Companies At Capital Design, we are passionate about providing data-driven digital marketing solutions exclusively tailored to financial service companies. We understand the unique needs and challenges of the financial industry, allowing us to deliver creative and engaging design solutions that resonate with your clients. Unleashing Creativity and Expertise Founded by Toby McDowell, Capital Design is a leading

Business Connect China (BCC is a premier expert network and research provider specializing in the Chinese market. Established in 2008, BCC connects global investment firms, corporations, and consulting firms with a vast network of knowledgeable experts across China, India, and other emerging markets. With a commitment to delivering high-quality insights, BCC offers a range of services designed to facilitate informed decision-making for its clients. Key Features and Functionality: - Expert Cons

Sumscope is a financial technology company established in 2010, specializing in the Chinese RMB financial markets. It offers a comprehensive suite of real-time financial information services and tools designed to enhance transparency and efficiency in investment and trading decisions. Serving over 10,000 institutions, including commercial banks, securities firms, fund management companies, asset management firms, and insurance companies, Sumscope has become a trusted partner in the financial sec

LSEG AlphaDesk is a comprehensive cloud-based order and portfolio management system designed to meet the needs of buy-side firms. It offers a seamless integration of order management, portfolio management, and risk management functionalities, enabling investment managers to efficiently oversee their trading operations. Key Features and Functionality: - Order Management: Facilitates the entire trade lifecycle, from order creation to execution, ensuring accuracy and compliance. - Portfolio Manag

RE Training & Consultancy Pte Ltd is a Singapore-based company specializing in real estate training and consultancy services. Established in 2015, RETC focuses on bridging the gap between theoretical knowledge and practical application for real estate professionals. Their training methods emphasize the practical implementation of learned concepts, fostering the development of confident and competent real estate practitioners. Additionally, RETC has collaborated with industry associations and

Cardamon is an AI-powered compliance co-pilot designed to streamline regulatory processes for financial institutions. By automating the interpretation and application of complex regulations, Cardamon enables firms to launch products and enter new markets up to ten times faster than traditional methods. The platform transforms regulatory texts into actionable requirements within minutes, significantly reducing manual effort and accelerating compliance workflows. Key Features and Functionality:

Copilot Gestoria is an AI-powered SaaS platform designed to automate approximately 85% of repetitive tasks for accounting and tax advisory firms in Spain, known as gestorías. By leveraging a multi-agent system driven by advanced AI models, it streamlines operations, allowing professionals to focus more on client engagement and strategic activities. Key Features and Functionality: - Document Agent: Utilizes advanced OCR technology to extract data from invoices, contracts, and official doc

Advantage Creations is a small consulting group of successful and knowledgeable e-commerce professionals. Advantage Creations offers a full line of web site services and knowledge to small business. Services include Web Design, Internet Marketing, Domain Hosting and Registration and Web site Management. Our guarantee… Advantage Creations backs up services with one of the strongest guarantees in the business. You must be absolutely satisfied or you don’t pay. Who we are… Jeremy

Skills Workflow is an AI-powered agency management software designed to streamline operations with real-time reporting and customizable dashboards. The platform aims to enhance client communication, optimize the content supply chain, and boost productivity for sectors including agencies, production studios, consultancies, and law firms. It provides a comprehensive solution that integrates various tools and automates processes to improve collaboration and efficiency. The company emphasizes tailor

Flick AI is an AI-powered bookkeeping and accounting automation platform built for founders, startups, accounting firms, and growing businesses. It helps automate transaction categorization, bank reconciliation, receivables/payables tracking, and financial reporting workflows reducing repetitive manual accounting work and improving financial visibility. Designed for modern finance operations, Flick AI enables founders and finance teams to process financial data faster, maintain cleaner books, a

The Blocks is construction management software for small-to-mid contractors. We give small firms the same end-to-end workflow that enterprise GCs run on without the enterprise price tag. Measure plans on any device, generate AI-assisted estimates from your cost catalog, turn budgets into branded proposals in minutes, and keep customer data tied to every job. Designed for 3-to-20-person crews where one person often runs estimating, bidding, and project management.

Steward is an AI-powered AML and investor onboarding platform for investment firms, fund administrators, and regulated financial institutions. It automates KYC, KYB, KYI, document review, screening, risk assessment, periodic reviews, and adverse media monitoring, helping teams onboard investors faster while maintaining clear audit trails and compliance oversight. Steward is purpose-built for complex entity structures, including funds, SPVs, trusts, and multi-layered corporates, and is designed t

LawPro.ai is an AI-driven platform designed to revolutionize the way personal injury law firms handle medical records and case analysis. By automating the organization and examination of client medical records, LawPro.ai enables legal professionals to obtain comprehensive case insights within minutes, significantly reducing the time and resources traditionally required for these tasks. This efficiency allows attorneys and paralegals to focus more on client interactions and case strategy, ultimat

Liquid Acquire is a comprehensive Mergers and Acquisitions (M&A) platform designed to streamline the entire deal process for professional service firms. By consolidating all aspects of a transaction into a single, secure environment, Liquid Acquire enhances operational efficiency and decision-making. The platform features a robust data room with automatic error checking, flexible forecasting tools, and automated due diligence report generation. Additionally, it integrates seamlessly with ema

Founded in 2003 by Mike Ellison, Ellison Marketing has consistently provided a range of marketing services for small to medium enterprises, as well as corporate and blue chip firms for over 17 years. Ellison Marketing combines proven digital marketing strategies with a passion for creativity. Our dynamic team consists of marketing strategists, website developers, social media specialists, SEO experts, lead generators, telesales executives, graphic designers, video and multimedia technicians,

Supsindex is a science-based founder assessment platform designed to provide a multidimensional view of entrepreneurial readiness. Through structured assessments covering founder capabilities, mindset, and ecosystem fit, Supsindex generates personalized reports that help founders better understand their strengths, development areas, and potential challenges. Supsindex also supports accelerators, incubators, universities, venture capital firms, and other startup ecosystem organizations with data

Peiko.solutions delivers enterprise-grade white-label crypto exchange software that empowers businesses to launch professional centralized cryptocurrency trading platforms under their own brand — quickly, securely, and cost-effectively. Key advantages: • Deployment in just 3 weeks • Full source code ownership & self-hosting (Azure / AWS / GCP) • Spot, margin, futures trading + advanced OrderBook engine • Built-in liquidity provision, market-making & trading bots • Institutional-g

Company Automator – Business Automation & Management Systems Company Automator is a UK-based software provider specialising in custom business automation solutions and management systems designed to streamline operations and improve efficiency. We develop powerful, user-friendly platforms tailored to different industries, including: Case Management Systems for law firms and legal professionals Booking and reservation systems for tour operators and travel agencies Hotel booking engines and pr

Kiwatio is a comprehensive, modular platform designed specifically for energy consultants and advisory firms. It streamlines daily operations by automating tasks and centralizing information, allowing businesses to select and customize only the functionalities they require. From an advanced tariff comparator that conducts automated energy studies to a robust energy contract manager, Kiwatio offers tailored solutions to meet diverse management needs. Key Features and Functionality: - Tariff Co