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

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

Welcome to Decentro! No need to spend multiple man months integrating with broken and legacy APIs of core banking. No need to run around for multi-party coordination within any banking player or even out side for your requirements.

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

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.

ERP Saas platform. Billing. Brazilian leader for small companies

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.

Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conversations around vision, values, purpose, family roles, milestones, and legacy letters. Advisors can invite client families into a white-labeled experience, use KinAI to prepare for and support legacy conversations, and access advisor education and resources inside the platform. Total Family is desi

I.Q. Analytics sets us apart from every compliance training solution on the market. For each Scholar course, for every learner, I.Q. analyzes training data points and transforms them into predictive insights through the easy-to-use analytics dashboard. The data captured by I.Q. goes far beyond the usual "completions and quizzes" - it is powerful enough to help you: -Pinpoint and target your company's biggest risks -Uncover blind spots and microcultures -Measure the ROI of your programs -Benchm

Affordable Balance Sheet Integrity & GL Reconciliation Software

HighRadius Close & Reconciliation Software, recognized as a 2025 Gartner® Magic Quadrant™ Challenger, leverages agentic AI to automate account reconciliations and financial close processes across multiple industries. It efficiently handles high-volume transactions, daily revenue reconciliation, balance sheet reconciliations, intercompany management, and complex accruals, reducing month-end close cycles by 50% and reconciliation days by 30%, while boosting productivity by 50%. With 95% transa

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.

Reis™ RCS is an All-In-One solution that enables financial institutions to comply with international regulations related to AML/CFT. It is an integrated solution englobing KYC, AML, transaction monitoring, and reporting. Why Reis™ RCS is your best AML solution? *Modern software architecture: -Automate compliance processes -Monitor transactions with machine learning algorithms -Create bespoke solutions using the compliance suite’s flexible, modular architecture *Simple to deploy: -Fast set-up

Caruso's CRM is a specialized customer relationship management system designed exclusively for private market fund managers. It streamlines investor engagement by offering comprehensive profiles, communication tracking, and task management, all within a user-friendly interface. This platform enhances operational efficiency and strengthens investor relationships, catering to fund managers overseeing assets ranging from $10 million to $100 billion. Key Features and Functionality: - Relationship

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

Reimagine your accounting workflows and increase your client margins with Avise. Avise automates and streamlines your practice’s processes, including close management, amortization & depreciation schedules, flux analysis, and consolidation. In partnership with QBO, Xero, and Netsuite, we centralize your clients’ GL-level data and your team’s work within one system for full visibility into each client, and across all clients. One-click implementation. Let Avise automate the manual work.

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

Twelve Data is a leading provider of financial market data, delivering an extensive range of real-time and historical data across multiple asset classes, including stocks, forex, cryptocurrencies, ETFs, indices, commodities, and futures. The company sources its data from over 250 exchanges worldwide, ensuring comprehensive coverage that serves the needs of traders, developers, and fintech organizations. Twelve Data is dedicated to making high-quality financial information widely accessible, offe

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