Products

Intapp Risk & Compliance is a comprehensive suite of cloud-based solutions designed to help professional services firms manage risk and compliance throughout the client lifecycle. By integrating AI-driven tools, the platform streamlines client evaluation, business acceptance, conflicts clearance, and client terms management, enabling firms to proactively mitigate risks and enhance operational efficiency. Key Features and Functionality: - Client Evaluation and Business Acceptance: Facilita

Uniquely delivered on the world’s leading CRM platform, Salesforce, WealthConnect™ delivers financial services in a sophisticated and compelling way using tomorrow’s technology today.

Product Description: SAP Activate is a comprehensive implementation methodology designed to facilitate the swift and efficient deployment of SAP solutions, particularly SAP S/4HANA Cloud. By integrating ready-to-run, preconfigured processes with a clear adoption framework, SAP Activate enables organizations to transition to the cloud seamlessly. This approach not only accelerates initial deployment but also supports continuous innovation, allowing businesses to adapt and extend new capabilities

Import and reconcile your sales in a snap. Know your products without the excel mumbo-jumbo.

Business management platform designed for Audio Video integrators, also applicable to service oriented companies like Electricians, Plumbers, etc. Includes CRM, Product Catalog, Proposals, Project Management, Invoices, QuickBook Integration, Sales Orders, Purchase Orders.

FinaMetrica provides best-of-breed psychometric assessment of personal financial risk tolerance. We give you a robust, quantitative methodology for linking risk tolerance scores to asset allocations and widely acclaimed educational materials to assist advisors in setting realistic risk and return expectations for your clients.

Express is an invoice funding platform for freelancers and savvy business owners, that makes advancing cash on outstanding invoices as easy as connecting to an accounting software and choosing which invoices to fund.

Leanspots is a StartUp Ecosystem Manager. A hybrid marketplace & fintech software that incorporates proprietary technologies based on AI, BigData and NLP. Optimize the resources of your innovation infrastructure with an intelligent tool. If you are a University, Entrepreneurship Center, Accelerator or Incubator this is your tool.

AI-powered sales automation platform to help financial advisors automate sales processes to increase the conversion rate of leads to business using lead tracking, intelligence, and sales engagement.

Reward helps SaaS companies maximize recurring revenue with in-app rewards that drive engagement, referrals, and reviews. Customize incentives to fit your user journey, boost conversions, and capture high-quality users. With seamless integration and support for major platforms like Stripe, Segment, and G2, Remention transforms your product into a growth engine, turning users into loyal advocates.

Jigyasa Analytics is an analytics consulting firm which helps its clients make better business decisions with the help of data and advanced analytics. Jigyasa Analytics focuses on innovation and research and constantly strives to bring new thinking and ...

SQACE is a comprehensive low-code platform designed to streamline data processing, analysis, and testing tasks. It empowers users across various skill levels to efficiently manage complex data operations without the need for multiple tools. By integrating essential data functionalities into a single, user-friendly interface, SQACE facilitates seamless collaboration between IT and business teams, enhancing overall productivity. Key Features and Functionality: - Data Processing: SQACE offe

Affordable Balance Sheet Integrity & GL Reconciliation Software

Deepvue is a powerful, intuitive, and comprehensive trading platform providing cutting-edge tools, advanced financial analytics, visualizations, and resources that empower investors at every level to make well-informed decisions.

We offer broad management consulting skills including technology enablement.

Bigdata.com aims to redefine the AI landscape for business and financial professionals by democratizing access to precise, verifiable, and actionable insights. Leveraging over 20 years of RavenPack’s AI expertise, Bigdata.com is committed to delivering a next-generation assistant that prioritizes transparency, customization, and accuracy, empowering users to make informed decisions with confidence.

Integrated Capital Engine is a web-based software that analyses portfolios, generates proposals, makes up theoretical illustrations.

Bud Financial (“Bud”) is the language model for personalized banking. The company enriches financial data, identifying the likes of merchant, category, location and regularity of transactions, to provide actionable insights and readable inputs for LLMs in the financial services industry.

The Faster and Better Way To Reach Lending Executive Goals Using AI Your Vision, Your Goals, One Platform. The Lending Strategy System (LSS) is the first secured cloud-based platform for lending strategies using AI. It provides lenders with instant data analytics, strategies, validations, and forecasts with regulatory compliant explainable models across all lending functions. Results can be edited manually and stressed across different economic scenarios. The Next Lending Evolution Grow

Quartr makes research process more convenient and helps users navigate the stock market.