Designed by an advisor, RetireUp was created from the idea that clients want a simple way to understand their full retirement picture.
UnBrokerage is an online business insurance platform designed to help business owners purchase and manage their business insurance.
Voya Financial is a retirement, investment, and insurance firm that offers asset accumulation, asset protection and asset distribution products and services to individual, and institutional company.
ReadyRatios is a program (web service, SaaS) intended to carry out an intellectual analysis of a company's financial position based on data from its financial statements.
finPOWER Connect is a finance software system designed for the lending and finance industry that includes modules and add-ons to provide a configurable system.
Get to the right people and information instantly. See what's happening across your business — now.
Preqin Pro streamlines the portfolio monitoring and valuation process for GPs and LPs participating in direct investments. Access the actionable insight you need to grow companies with automated workflows to compile portfolio company data, and produce insightful stakeholder reporting.
Tegus Platform is a smart-searchable database of thousands of instantly-available transcripts of conversations between buy-side investors and industry experts. With on-demand insights from customers, ex-employees, and competitors, investors can get up to speed fast and keep tabs on their portfolio.
Streamlined finances platform for professional service firms: design studious, IT outsources, consulting firms and other B2B services
EBC Financial Group stands tall in the global financial arena as a symbol of unparalleled excellence. Their extensive international footprint has empowered them to understand and navigate the nuances of varied local markets keenly. This expertise ensures they tailor their services, meeting the distinctive needs of their diverse clientele and propelling their rapid global growth. In 2023, EBC's prowess was notably recognized when they secured Best FX Trading Platform and Best Trading Execution at
Compdesk allows employees to manage their equity compensation, and optimize their retirement planning. Equity compensation can be life-changing, but creating a strategy to manage stock options is complicated and time-consuming. Our platform allows your team to understand the value of their equity and the associated tax implications. Our algorithm connects each employee to a personal advisor who helps them create a customized plan to manage equity and plan for retirement through tax-advan
Telemetry BI is a cloud-based, turn-key mortgage business intelligence and analytics platform. It is the first mortgage lending BI solution to extract and integrate both financial data and operational data from your accounting system and loan origination software. This unique approach provides mortgage lenders with a complete view of their business via interactive dashboards, standard-of-practice mortgage KPIs, branch-level P&L reports, and more. Automated production, branch, and financial
RC-Connectivity and Data Validation System provides a web-based portal through which financial institutions can securely receive, check and evaluate data on asset portfolios. The system allows banks and savings institutions to integrate their portfolio data with decentralised networks of originators, fund managers or subsidiaries. The software supports a work stream in which analysts may view validation messages, and, if necessary, request more information.
Tyke provides tools for making private investing digital and accessible.
Spider Software is the foremost developer for one of the Best Technical Analysis software, curated exclusively for the stock market traders of India.
Genius Sheets is a Financial Reporting tool designed to help save users time when updating models and financial reports. Our app allows users to pull any of their data from QuickBooks directly into their existing Microsoft Excel or Google Sheets models through our customized formulas. With dynamic formulas instead of copying and pasting data repetitively, you can drag formulas across your spreadsheet updating numbers in a matter of seconds. You can also set up custom reporting packages in order
Aikido's mission is to democratize quantitative investing. Quantitative investing / algorithmic trading makes investment decisions using a systematic approach – following a recipe or set of rules, based on long term historical evidence. It can provide higher returns, lower risk, reduced stress, and greatly decrease the time it takes to build a portfolio. It is the modern way to construct a portfolio. Traditionally this form of investing has been confined to large financial institut