Products

Our extensive experience and unique skill sets in the business and technology aspects faced by Financial Services Companies puts us in the best position to provide highly independent and valuable advice to our clients.

WealthTech Platform that not only improves your efficiency but scales your business up and attracts clients. WEALTHARC's innovative digital technology empowers you to grow AuM, automate processes and meet new regulatory challenges.

From an extensive suite of APIs to a customised end to end platform, WealthObjects has products to meet the needs of every type of financial institution. All of our products are created to be asset class, geography, currency and back-end system agnostic to provide maximum flexibility.

Valuefy is a global pioneer in cutting edge investment technology. We help enable smarter, data driven decisions at every stage of the investment lifecycle.

WealthRabbit is the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA easy. You can learn more at https://www.wealthrabbit.com.

WealthForce.ai is a BIAN-compliant, revolutionary offering designed to enhance the productivity of Relationship Managers (RMs), while ensuring hyper-personalisation in each customer’s wealth journey. This wealth management platform has AI tools embedded at relevant touch-points of both the RM and customer journeys.

WealthBee's Enterprise offering enables businesses to integrate a comprehensive financial analytics system directly into their own websites. This solution supports a wide range of financial instruments, including U.S. stocks, options, futures, and various other assets. Key features include customizable dashboards, detailed trade and portfolio analytics, and robust API access for trade and position management. This empowers businesses to provide sophisticated trading insights and analytics within

WealthERP is a comprehensive wealth management platform designed for financial advisors (IFAs), portfolio management services (PMS), family offices, registered investment advisors (RIAs), and wealth managers. It offers portfolio tracking, financial planning, risk analysis, and client engagement tools to streamline investment management. With real-time insights, automated reporting, and compliance support, WealthERP empowers financial professionals to enhance efficiency, optimize portfolios, and

WealthPulse is a wealth data intelligence platform built for RIA firms and wealth management organizations. It unifies data from multiple custodians and vendors into a single platform, eliminating the need to manually reconcile data across portals and spreadsheets. Advisors get a consolidated view of their book of business with real-time alerts for portfolio drift, attrition risk, and relevant market events. Operations teams monitor data ingestion health and KPI performance across the firm, whil

Prevail Case Management System is a comprehensive solution designed to streamline legal practice management by automating routine tasks and consolidating case-related information into a centralized platform. This integration enhances efficiency, allowing legal professionals to manage more cases in less time while reducing reliance on physical files. Key Features and Functionality: - Process Builder: A workflow tool that enables the creation of step-by-step roadmaps for any process, aligning wi

The Pinnacle of AI-Powered Advanced Contract Management Software Worldwide INTELLOSYNC is your comprehensive Contract Lifecycle Management (CLM) platform, meticulously crafted to empower both business and legal teams. Powered by generative AI, our platform seamlessly manages every facet of the contracting process, from initial negotiation to final execution. Key Features: Streamlined Collaboration: Foster synergy between business and legal teams, promoting efficient contract management. Effo

Fresh Proposals is an advanced online proposal management platform designed to streamline the creation, customization, and tracking of business proposals. It empowers sales teams and professionals to craft visually appealing proposals efficiently, enhancing client engagement and increasing the likelihood of deal closures. Key Features and Functionality: - Customizable Templates: Access a variety of professionally designed templates that are fully customizable to align with your brand identity

Wellybox expense tracker automatically scans your email inbox for receipts, and captures each and every expense. It instantly extracts and records expenses in your bookkeeping software, cloud storage account, spreadsheet or wherever you choose, so the data is complete, well-organized and ready for tax calculations. WellyBox also rapidly extracts and records expense data from paper receipts, so you never need to waste time -- or patience! -- on manual data entry again. With Wellybox, expense mana

The future of television is now. Advanced TV encompassing connected TVs (CTV), smart TVs, over the top (OTT) video, interactive TV, addressable TV and more is handing control to viewers and affecting how, when, and what they consume through their TVs. As one of the leaders in Advanced TV, the RedLotus solution provides scale, precision targeting, custom creative, and unique measurement solutions that let brands extend their linear TV and multiscreen digital campaigns to connected audiences.

WeGrow Digital Marketing is a full-service digital marketing company based in Florida, serving the Tampa Bay Area and beyond. We specialize in providing custom web design solutions and a range of other digital marketing services to businesses of all sizes. Our team of talented designers and developers work together to create custom websites that are not only visually stunning, but also easy to use and navigate. We take the time to understand your business goals and target audience, and then

Powerfully engaging, full screen, interactive mobile interstitials powered by HTML5. The simple standardized RM5 templates allow brands to create engaging, interactive mobile ads delivered straight to their users smartphones.

Digital Signage App or Web-to-TV Media broadcasts, such as slide shows or video shows can be distributed to in-store monitors and front desks. High-definition videos can be combined with images, Flash, text- and sound-overlays to be streamed to monitors. Users can choose a free app or a web-based subscription service.

Zoey is an AI-powered contract management platform designed to simplify the creation, organization, and analysis of contracts for small businesses, startups, and non-lawyers. By offering user-friendly tools and automation, Zoey enables users to manage contracts efficiently without the need for extensive legal knowledge. Key Features and Functionality: - Z-Score Risk Calculator: Instantly assesses contract risk, allowing users to negotiate and sign contracts with confidence. - Free Templates

A variety of rich media templates that you can use in desktop and mobile including Android & iOS devices.

eGlobe was founded in 2012, with the vision to offer top-notch digital experiences to customers by enabling the growing digital landscape with creative thinking, offering amazing customer experiences and embracing best of the breed technologies. Over the years of understanding the dynamic shift in the eCommerce industry and the ever-evolving customer behaviour, eGlobe works on 3 principles 1. Focus on streamlining the eCommerce experience 2. User-friendly and secure solutions with seamless