Products

Lexis Diligence® helps compliance professionals develop a rigorous anti-corruption/anti-bribery compliance program, protect your company's reputation and avoid FCPA fines.

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.

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.

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.

Sheets4Time is a time writing tool that utilizes the Google Calendar. The dashboard provides a clear overview of the time written per day, week, month and year.

Tie expenses to CRM Leads, Accounts, Contacts, Activities, Projects in ConsultPro. Custom add to any existing or custom CRM Entity. Collect expenses to Project Specific or General Business Accounting (integrated with Accounts) This Managed Solution is available conveniently as a standalone expense tracking CRM add-in, a component of MTC's Time and Billing or ConsultPro enterprise solutions, or custom to suite your needs.

The Credit Offers API is available to Capital One Affiliates and allows you to match your customers to credit offers that not only meet their needs but are also more likely to result in an approved application. Within 60 seconds of submitting a few pieces of identifying information through our secure channel, you will receive a list of personalized credit card offers to show your customer.

FICO Score XD, developed by LexisNexis in partnership with FICO and Equifax and based on Equifax, LexisNexis, and NCTUE data, leverages alternative data sources to assess credit worthiness among traditionally unscorable populations.

LexisNexis SmartLinx Business Report simplifies the complexities of business research by combining more than 13,000 sources of business, commercial and consumer data with patent-pending linking processes to deliver a concise picture of a legal entity.

FXCM offers educational courses on FX trading and provides trading tools proprietary data and premium resources.

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 ...

Reliably and automatically capture and save spreadsheet changes as they occur.

All the tools you need to run your advisory business

ARC is more than just a management system for your agency, or individual business. It's an industry-specific CRM, Prospecting tool, social network with direct consumer-advisor communication, and so much more.

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.

CANDID is the only mortgage marketing platform built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses. Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence. Your database is valuable and CANDID knows it. Thanks to a hands free

Wefunder is an equity crowdfunding platform that democratizes startup investing by enabling individuals to invest as little as $100 in early-stage companies. Founded in 2011, Wefunder leverages provisions from the 2012 JOBS Act to allow both accredited and non-accredited investors to support startups and small businesses across various industries. By connecting entrepreneurs with a diverse pool of investors, Wefunder fosters community-driven funding and provides startups with the capital needed

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.

Recur Club is India’s fastest debt platform that helps companies raise debt capital tailored to their business needs. Our ISO 27001 Certified Marketplace democratizes access to debt for founders, and our dedicated capital experts help you select the best debt offer from 100+ marquee lenders with 1 single application. Since our inception in 2021, we have disbursed over $200 million, serving over 1500 customers and partners, enabling them to experience unrestricted growth.

Nexgen Customer Relationship Management System (CRM) is a data-driven solution to improve the partner’s customer base by maintaining and managing customer relationships effectively. It is one of the few CRM’s which offers a simple yet customizable CRM platform for maintaining a long-lasting relationship with customers. Nexgen CRM is specially tailored for the financial institutions. We focus on streamlining financial workflows and generally provide closer integration with accounts.