Products

PreciseFP is a client engagement and data-gathering platform designed to streamline the workflows of financial advisors. By automating data collection and eliminating manual entry, it enhances operational efficiency, allowing advisors to focus more on client relationships and financial strategies. The platform offers tools for risk tolerance assessments, workflow automation, KYC compliance, and seamless client data transfers. It integrates with leading CRMs like Redtail, Wealthbox, and Salesforc

Streamline Business Advisors specializes in Salesforce.com implementations and optimizations, catering to both new users and those seeking to enhance existing configurations. Established in 2012, the firm offers a range of services from quickstart programs to comprehensive engagements, ensuring a seamless experience for clients. With a focus on small and medium-sized businesses, Streamline leverages its expertise to tailor solutions that align with each client's unique needs. Key Features and

Powerline Business Advisors is a Certified Salesforce.com Consulting Partner specializing in sales and revenue operations solutions for go-to-market leaders. Established in 2016, the company is dedicated to assisting businesses in transforming data into actionable insights, thereby enhancing decision-making processes. By unifying and aligning operations, systems, and data across sales, marketing, and customer success teams, Powerline aims to foster consistent and scalable growth throughout the e

ForUsAll is a 401(k) advisor platform for small and medium sized businesses. We combine automated retirement plan administration, regulatory compliance, investment management, and personalized employee communications with high-touch advisory services, reducing the work and increasing the benefits to sponsors and their employees.

CEQUENS is a leading provider of AI-powered communication solutions dedicated to empowering businesses with innovative and customer-centric solutions. We are on a mission to simplify customer engagements and foster deeper human connections through our cutting-edge technology. Our GenAI Platform is designed to help businesses streamline workflows, enhance customer engagement, and drive growth. Our tech stack offers a comprehensive suite of tools and features, including: • Multichannel Communic

Cisco Finesse is a next-generation agent and supervisor desktop solution designed to enhance the customer service experience by providing a collaborative and user-centric interface. This browser-based platform integrates traditional contact center functions into a thin-client desktop, eliminating the need for client-side installations and reducing total cost of ownership. Finesse offers seamless integration with the Cisco Collaboration portfolio and supports open web 2.0 APIs, allowing for low-c

Inspectorio is a leader in the inspection software industry. Our cloud based platforms are disrupting quality inspections by increasing productivity, transparency and efficiency.

AnyChart JS Charts is a flexible, cross-platform and cross-browser JavaScript charting library that allows you to add interactive HTML5 charts and dashboards to any web projects. AnyChart supports numerous common JS charts including line, spline, area, column, bar, pie, donut, scatter, sparkline, circular gauges, area-spline-range, column-range, bubble, box plot, error bars, funnel, waterfall, radar, polar, and many other types of charts.

Avaya Communications APIs is a comprehensive development platform that enables businesses to seamlessly integrate communication capabilities such as voice, video, and messaging into their existing applications. This eliminates the need to build complex backend infrastructures, allowing for rapid deployment and enhanced functionality. Key Features and Functionality: - Voice Integration: Embed high-quality voice communication features directly into applications, facilitating real-time conversati

AdvisorEngine CRM is a comprehensive client relationship management platform specifically designed for financial advisors. It streamlines client data management, automates workflows, and enhances client interactions, enabling advisors to focus more on client relationships and less on administrative tasks. The platform's intuitive design and robust features support the unique needs of wealth management professionals, facilitating efficient practice management and business growth. Key Features an

BKD, LLP, a top-tier U.S. CPA and advisory firm, helps people and businesses realize their goals.

Consilium Global Business Advisors is a consulting firm specializing in driving top-line growth for B2B industrial manufacturing companies. With a focus on digital marketing, sales team optimization, and global market expansion, they assist clients in achieving their business objectives through tailored strategies. Led by industry veteran Ed Marsh, the team possesses deep expertise in inbound marketing and industrial channel sales, enabling them to develop customized solutions that effectively d

MSS Business Transformation Advisory strategic advisory services are a valuable resource for businesses that seek to transform their operations in order to achieve their business goals. By sharing our collective expertise on strategies & implementation tactics related to business transformation, we help business leaders navigate & execute their specific transformational needs. We have been in business longer than most of our competitors & we build long-term relationships with each o

Lanop business and Tax Advisor Founded in 2009 and established its first office in Putney in 2010, quickly becoming one of the UK’s leading providers of business consultancy, accounting, and tax advisory services. At Lanop Business and Tax Advisors, our team of professional chartered accountants offers expert services ranging from tax planning, VAT returns, and payroll management to specialized accounting solutions for startups, family businesses, and immigrants. We also provide comprehensive e

Quantum Business Advisory Private Limited is a premier IT consulting firm dedicated to empowering businesses worldwide through comprehensive digital transformation services. Established in 2005, QBA specializes in delivering end-to-end IT solutions, including enterprise resource planning implementations, custom application development, Internet of Things solutions, legacy system upgrades, and multi-tier application integrations. With a focus on innovation and operational excellence, QBA serves a

Microsoft Power Pages is a secure, enterprise-grade, low-code platform designed for creating, hosting, and managing modern, external-facing business websites. As part of the Microsoft Power Platform, it enables users—from low-code makers to professional developers—to rapidly design, configure, and publish websites that are responsive across various devices and browsers. Power Pages offers rich, customizable templates, a user-friendly design studio, and an integrated learning hub to facilitate th

Gartner, Inc. is a research and advisory firm specializing in business and technology insights. With over 45 years of experience, Gartner provides actionable, objective guidance to executives and their teams, enabling faster, smarter decisions on mission-critical priorities. Serving clients in approximately 90 countries, the company offers a comprehensive suite of services, including research reports, consulting, and conferences. Key Features and Functionality: - Independent, Objective Insight

Azure Web Apps, a component of Microsoft's Azure App Service, is a fully managed platform-as-a-service (PaaS) offering that enables developers to build, deploy, and scale web applications and APIs efficiently. Supporting a wide range of programming languages—including .NET, Java, Node.js, PHP, and Python—Azure Web Apps allows for the creation of applications on both Windows and Linux environments. This service abstracts the complexities of infrastructure management, such as server maintenance, l

Trolley helps you pay people, not just invoices. Whether you’re operating a marketplace, creator platform, music business, or any team working with contractors worldwide, Trolley brings payout and recipient operations into one unified workflow—so your team can move faster, stay compliant, and deliver a better experience at scale. Trolley gives you three connected capabilities in one platform: PayoutOps to automate payout workflows, RecipientOps to onboard and support recipients compliantly, and

AdvisorStream is the most powerful automated business building platform. Deepen client relationships and capture new business with the world's most credible and engaging content.