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Salesforce Customer Success is a comprehensive suite of services and resources designed to help businesses maximize the value of their Salesforce investments. By offering tailored support, expert guidance, and strategic planning, Salesforce ensures that organizations can effectively implement, adopt, and innovate using their platform. Key Features and Functionality: - Success Plans: Three tiers of support—Standard, Premier, and Signature—provide varying levels of resources, guidance, and techn

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At Kredily we are building the next generation platform to serve India's 45 million strong SMB segment. Our freemium model makes HR and Payroll accessible to everyone. The employee-first approach is the core of our disruptive monetisation model of offering financial products to the employees. By providing free HR and Payroll solution to the companies we want to democratise HR Tech and Fintech for Digital India. We are backed by a top VC fund, and have 18000+ companies registered on our platform

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Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

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Full stack digital marketing platform which leverages technology to deploy data driven marketing strategies with a specific focus on financial services (ETFs, Mutual Funds, etc.), Crypto/Web3/Blockchain and FinTech/InsurTech/PropTech. We power the growth of AUM, TVL, institutional customers, and retail customers for our clients.

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Financial Fitness Group (FFG) is an enterprise software company that developed a financial e-learning platform and actionable ecosystem designed to teach individuals the language of money. FFG is the leading provider of interactive financial education for the financial services industry and fortune 500 companies across the nation.

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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.

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The SDS Fund Accounting System, Web Financial Office is a dynamic, browser-based solution for your accounting needs. The system can be accessed from any device with access to a browser over the Internet.

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Finance Express DMS is a web-based dealer management system that accommodates aspects of vehicle management including expenses, valuations, descriptions and inventory online vehicle distribution.

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Drive financial literacy for students, engage adult consumers, and strengthen commercial partnerships.

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Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform that enables customers to achieve the vision of Continuous Planning.

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Ascertain Technologies is a leading Banking Software Product, Solutions and Service provider in Malaysia. With over 15+ years of experience in the BFSI sector, we empower banks to embrace digital transformation through our cutting-edge fintech solutions. Renowned regional and global banks across South-East Asia trust and rely on Ascertain Fintech Framework to provide market leading and innovative products and services to their customers.

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Circula is an expense platform for any payments done by employees: travel expenses, credit cards and employee benefits. The company’s mission is to simplify finance and payroll administration, while ensuring compliance through smart automations – so employees can do their best job. This way, Circula is creating the path for an employee-centric future around everyday business processes. This mantra has earned the company industry leader recognition from review platforms G2 and Capterra. Headquart

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Airapi is and End-to-End API Management platform, specialized For Open Banking and Banking As A Service(BaaS). It is developed based on PSD2 open banking directives and can easily be adopted to any open banking specifications applicable in your region. It works compliant with PSD2, UK Open Banking, Berlin Group and TCMB (Türkiye) Open Banking Standards. As an API Manager, it includes API gateway, Management Portal and Developer Portal. It has built-in tools for developing, testing and operating

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AI Assistant for Financial Advisors

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About iBuildCap Who We Are? Invenzee Buildcap Fintech Pvt LTD (CIN U67110MP2022PTC061730) is a B2B entity registered under Companies act 2013. We are a leading financial service provider committed to deliver comprehensive solutions tailored to the diverse needs of its clients. With a focus on innovation, integrity, and client satisfaction, Invenzee Buildcap Fintech Pvt LTD has established itself as a trusted partner in dynamic landscape of financial services. Invenzee Buildcap Fintech Pvt LTD b

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Agicap all-in-one modular treasury management platform meets most cash challenges. It relies on several complementary and interconnected solutions: Banking & ERP connectivity - Manage data connections between your banks and other systems; namely, automatically retrieve all your bank statements to import them into your ERP and schedule your payments without connecting to all your banks. Daily Cash Management - Manage and monitor company-wide cash in one place to establish a solid foundation f

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You shall create projects, assign budgets, timelines and delegate to project managers. Plan projects into milestones, which can be tracked in real-time, both on phone and web. Project Managers will update progress of a given project, both with or without internet. Respond to challenges in your project, before they affect the performance. You will be able to approve payments for a project right on time. Your business will save time and money using best Task Management System

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Sage 50cloud Accounting is a comprehensive accounting solution designed for small to medium-sized businesses, combining the reliability of desktop software with the flexibility of cloud connectivity. It offers a range of features to streamline financial management, enhance productivity, and facilitate remote collaboration. Key Features and Functionality: - Cloud Integration: Access your financial data securely from any location, enabling real-time collaboration with team members and accountant

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We’re Native Teams, the global platform for work payments and employment. We're here to help companies scale without setting up local entities, and to ensure their global teams enjoy financial security and stability. To make this possible, we go beyond global payroll, compliance, and taxes, powering international hiring with flexible financial tools and multi-currency payments. With expert support in 80+ countries and over 70,000 clients served, we make global work simple, secure, and accessible