Products

CoachNotes is an AI‑assisted coaching admin platform that acts like a personal assistant who knows every client’s history, goals, and progress. Before each session, CoachNotes prepares a clear, personalized briefing that highlights outstanding items from the last session, new labwork or uploaded documents, recent form submissions, and any changes in client notes — so coaches walk in fully prepared and focused. After the session, CoachNotes generates polished summaries, personalized follow‑up em

The Propel platform is a comprehensive well-being-program delivery hub that is mobile-optimized and fully customized for each client organization. The Propel platform provides a robust activity tracking section (tracking for all forms of physical activity, nutrition, biometrics and general wellness actions), deep database of multimedia well-being content, interactive well-being-improvement programs, fully customizable global challenges (individual, team and group), fully customized incentive pro

We are a digital agency headquartered in Leeds, where a fusion of expertise and creative innovation forms the cornerstone of our unique approach to data-driven strategies. Our core values revolve around fostering strong client relationships, and we believe in close collaboration, brainstorming, and promoting an environment of openness, accountability, and mutual respect. Our success is tied to the achievements of our clients, and we are dedicated to helping them surpass their goals. As a comp

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

Luthor is an AI-powered compliance platform tailored for Registered Investment Advisers (RIAs), wealth advisors, and fintech firms. It automates critical compliance tasks, ensuring firms remain SEC and FINRA compliant with minimal manual effort. By integrating AI-driven workflows with expert oversight, Luthor streamlines compliance processes, allowing firms to focus on client service and growth. Key Features and Functionality: - Automated Compliance Monitoring: Luthor's AI continuously scans m

Founded in 2023, FlexIP is on a mission to transform the way businesses and law firms manage their intellectual property. We are committed to helping our clients harness the full potential of their IP assets through innovative and user-friendly solutions. FlexIP has two product offerings: FlexIP for Law Firms and FlexIP for Businesses. FlexIP for Law Firms provides innovative client portals designed to enhance patent portfolio explainability for small and medium-sized businesses with growing pa

Prabzo is the all-in-one client management app built for independent service providers — yoga teachers, fitness coaches, tutors, dance instructors and consultants. At the heart of Prabzo is shri — an AI assistant that understands plain language. Just say 'mark Priya's attendance' or 'log payment from Ahmed' and shri handles it instantly. No complicated forms, no spreadsheets. Key features: • Client management • Attendance tracking • Payment management • Session notes • Invoice generation • Reven

Dingosoft Trust Accounting is a comprehensive trust accounting solution developed on the Sage 300 ERP platform, designed to meet the needs of medium to large firms such as law firms, accounting firms, real estate agencies, and other professions that manage client funds in escrow. As the only mainstream ERP trust accounting software available, it seamlessly integrates trust accounting into back-office systems, allowing firms to utilize industry-standard tools for practice management. Key Featur

Site Email Retargeting Advantage (or SERA for short) is a proprietary patent-pending process that allows its marketing clients to identify the email addresses of visitors to their websites by matching that traffic to TrySERAs proprietary database. This means even if they failed to complete a transaction or fill out any sort of RFI or Request For Information forms.

SysInfo EMLX Converter is an expert utility to convert EMLX files to different webmail clients such as Gmail, Yahoo, Live Exchange, IMAP, Office 365, Opera Mail, Thunderbird, and Hotmail. It also allows users to convert the EMLX files into other various file formats such as PST, EML, MBOX, etc. 1. Permits users to perform bulk EMLX files and EMLX folders conversion. 2. Provides an impressive GUI for all the users to convert EMLX files. 3. Perform conversion from EMLX file to Outlook PST and oth

Infodash is a unified intranet and client extranet platform built for leading law firms, including Am Law 200 and Global 100. It runs natively on Microsoft 365 with deep integration to SharePoint and Teams, and connects to core legal systems such as PMS, DMS, CRM, HRIS, and analytics. Infodash centralizes client and matter data, financial insights, firm directories, calendars, news, and more, so attorneys, staff, and clients can collaborate securely and work with less friction. Firms use Infodas

Medcom's ACA Employer Reporting service offers a comprehensive solution for Applicable Large Employers (ALEs) to meet the Affordable Care Act's (ACA) reporting requirements. By leveraging Medcom's expertise, employers can ensure compliance with IRS mandates, thereby avoiding substantial penalties. The service encompasses strategic planning, data management, and meticulous preparation of Forms 1094 and 1095, all tailored to the unique needs of each client. With nearly four decades in the healthca

Mail Converter Pro is a comprehensive email migration tool designed to facilitate the seamless transfer of emails from various Mac-based email clients—including Apple Mail, Thunderbird, Outlook for Mac, Entourage, and Postbox—to Windows Outlook-compatible PST files. This all-in-one utility ensures accurate and efficient conversion, preserving the integrity of your emails, attachments, and metadata throughout the process. Key Features and Functionality: - Wide Compatibility: Supports conversion

During 2020 we formalized our digital marketing products and services to serve entrepreneurs and SME companies in Mexico. During 2021 we grew our client base and formalized our offering in Google Ads / Facebook / Instagram paid-ads. In 2022, we keep on working with more and more clients to grow their digital channels. 

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

A simpler way to prototype, test, and build vehicle software! RemotiveLabs reduces complexities in automotive software development, facilitates hardware abstraction and offers more flexible environment compared to the legacy tooling with domain specific languages and locked-in processes. - Use the programming language of choice, e.g. Python, Rust, C++, read and write vehicle signal data through gRPC APIs. Use LUA scripting to transform (rename, map, merge or synthesize) signals emitted at cust

TAINA is helping Financial Institutions in the following ways: Demonstrate compliance with a robust and seamless process and an up-to-date transparent rule set Increase efficiency, reliability and turn-around times of validations – 75% faster validation process in the latest test case with a fund administrator Mitigate risks associated with manual way of working – have been able to free up over 40% of an Operational team to focus on higher value risk mitigation Cutting costs – achieved cost savi

The ViceVersa NSF to EML & EML to NSF Switcher is the expert way for switching NSF files to EML files and EML files to NSF files with attachments and no data loss-free. WLM, Apple Mail, SeaMonkey, eM Client, and other email clients are supported by the EML file format. First users must have the Lotus Note email client installed on their computer to use this software and switch NSF files to EML files and EML files to NSF files. All users can use this tool without any difficulties thanks to it

The AWS WorkMail Migration Tool by MigrateCloudData is a robust software designed to facilitate seamless migration of Amazon WorkMail emails to various file formats and email clients. This utility supports conversions to formats such as PST, MBOX, EML, MSG, PDF, DOC, DOCX, and CSV, and enables direct migration to platforms including Office 365, Gmail, IMAP, and G Suite. Key Features: Multi-Format Conversion: Convert Amazon WorkMail emails to multiple formats like PST, PDF, DOC, DOCX, MBOX, MSG

McAleer Gray is a boutique retained executive search firm whose principals have extensive experience in the executive search industry. The Firm's clients extend across a multitude of industries, and its focus ranges from Board of Directors placements to all C-level functions, as well as their direct reports. MG2 offers recruiting solutions geared to the mid-levels of our clients'​ businesses. MGHR is a world-class HR consultancy and HR-focused recruiting division of McAleer Gray. The firm's clie