Products

An innovative provider of next generation enterprise customer relationship management (CRM) solutions for financial services, insurance, and healthcare.

CRM for Merchant Cash Advance Industry

Helps financial intermediary, institutional and wealth management firms with data management, sales reporting and CRM.

Designed specifically for schools and academies RM Accounts delivers critical information to everyone who needs to know; bursar, finance assistant or head teacher.

Personetics Engage enables the world’s leading financial institutions to transform the way they engage and serve their customers

PolicyStreet aims to democratise the insurance industry by making insurance sexy, fun and appealing to the millennials of today. We curate new products that fits the lifestyle needs because we believe existing products are just not enough. We work in an inclusive ecosystem where we enable customers to buy the policies direct from us whilst ensuring the best-in-class service levels.

ACI Payment Testing (ASSET) simulates and tests all elements of the underlying payments infrastructure including ATM, POS and network interfaces so that your financial institution can ensure your payments systems are reliable and error-free.

ExpressExpense is a receipt maker that lets you create receipts for any purpose: Replace a receipt that has disappeared long ago, create a receipt to impress your friends or make a receipt for goods/services that you sell. ExpressExpense Receipt Maker offers a large variety of styles and fonts. Customize your receipts with a logo, fonts and paper textures. Great for small businesses and business travelers. Receipt template styles include: Restaurant receipt, gas/fuel receipt, sales receipt, ca

Royal Bank Pacific is the best trade finance service provider that deals in seven different countries and provides a Letter of Credit, Standby Letter of Credit, Usance Letter of Credit, White Label Credit Card.

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorte

SignKeys is an Award-Winning Next Generation Enterprise Digital Asset Solutions company powering some of the World’s most important platforms. As Featured in Forbes, SignKeys helps organisations accelerate Digital. We do this by providing ready made Products and Solutions in FinTech, EduTech, AgTech, F&B, Community, Blockchain, Retail, RegTech, 3D/VR/AR that help mitigate risk and accelerate your business.

PegasusCRM is a comprehensive, cloud-based Customer Relationship Management platform specifically designed for the Merchant Services Industry. It streamlines business processes by automating tasks such as sales management, client onboarding, daily communications, and residual reporting. With its robust toolset, PegasusCRM enhances client workflows, facilitates superior customer support, and efficiently calculates residuals from any processor. Key Features and Functionality: - Sales Funnel Man

The ACI Automated Dispute Manager solution handles all aspects of dispute processing for all payment products and services, in every card issuing and merchant acquiring environment.

WealthMagic is a comprehensive wealth management platform designed to empower financial advisors and wealth managers by streamlining client management, financial planning, and portfolio reporting. It offers a suite of tools that enhance operational efficiency and client engagement, enabling professionals to deliver personalized financial advice and manage investments effectively. Key Features and Functionality: - Multi-Asset Portfolio Management: Manage diverse asset classes, including mutual

Qupital is a financial technology company with headquarter in Hong Kong and offices located in Shanghai and Shenzhen. In May 2017 and March 2019 respectively, Qupital completed the angel round funding led by Alibaba and the series A funding led by CreditEase. Qupital is committed to building a one-stop financing platform for cross-border e-commerce sellers. Based on the self-developed big data risk control model, Qupital has developed a new generation of financing products, focusing on providing

FISKIL connects businesses with banking data. Fiskil provides easy integration, all companies need to do is sign up and we will supply their private API keys. Following this, our Quick Start Tutorial will get the business started on integrating and testing our sandbox environment, with institution integration on the way. Our front-end module is an instant, easy & simple solution to enable companies to optimise their business & make smart financial decisions, igniting a new wave

Easy to use yet comprehensive financial planning software for Canadian financial advisors.

SPEED-UP RESPONSE TIME • REDUCE RESOURCE REQUIREMENTS • IMPROVE VENDOR SATISFACTION Auditoria’s AP Helpdesk increases speed, accuracy, and efficiency in the finance back office using AI-enabled SmartBots to automate redundant and manual monitoring of the shared AP email box. Data gathered from interactions is captured with reporting that allows analysis and insights to derive greater cash position visibility. AUDITORIA® SMARTVENDOR AP HELPDESK SMARTFLOW SKILLS |P2P CONTINUOUS EMAIL MONI

VeriFee uses AI to analyze, monitor and negotiate credit card processing fees with your existing payment processing vendor.

At QAsolved, we specialize in providing top-notch QuickBooks support to help you manage your finances effortlessly. Our team of certified QuickBooks experts is dedicated to assisting you with all your QuickBooks needs, from setup and installation to troubleshooting and maintenance. Whether you're a small business owner or managing a large enterprise, we offer personalized support to ensure your QuickBooks software runs smoothly and efficiently. Our services include resolving errors, optimizing p