Products

Collective Liquidity is a financial services platform designed to empower shareholders of high-growth private companies, commonly known as unicorns, by providing innovative solutions for liquidity, diversification, and wealth management. By addressing the challenges of over-concentration and illiquidity inherent in private equity holdings, Collective Liquidity enables employees, early investors, and founders to efficiently monetize their shares without waiting for an IPO or acquisition. Key Fea

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

Stax.ai is the world's first intelligent document platform that lets you find actionable information from your unstructured documents. Stax.ai saves businesses employees' time, frustration, and significant administrative labor costs by automating various aspects of their document and information workflow using AI. Key Features - Seamless Intake & Routing - connect your emails, electronic fax accounts, on-premise file servers, API, and other intake streams. Stax.ai will automatically

Weber Shandwick is a global communications and engagement firm that provide services including expertise across sectors and specialty areas, including consumer marketing, corporate reputation, healthcare, technology, public affairs, financial services, corporate social responsibility, financial communications and crisis management, using proprietary social, digital and analytics methodologies.

WealthCloud® is a comprehensive marketing platform designed specifically for financial advisors and wealth managers to enhance client engagement and streamline communication. By integrating various digital tools, WealthCloud® enables advisors to deliver personalized experiences that foster client loyalty and drive business growth. Key Features and Functionality: - Website Builder: A user-friendly content management system (CMS) that allows advisors to create and manage mobile-friendly, accessi

Co-Employment and Business Process Consulting are the future. The numbers are staggering and Covid proved that along with the financial benefit to companies working to streamline non-revenue related tasks are able to use a strategic partnership like us to act like as extension of their business. We have a national presence with the company leading this particular industry’s path. We're the largest business partner and work hand in hand with our clients to create a partnership as if we are part

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

We are a full-service global Fintech, Banking, Financial Services & Insurance (BFSI) Business, Management, IT, Digital, Media & Marketing Consulting Firm. "THE DATA PROCESSING EXPERTS" Industry focus:  Banking  Financial Services  RegTech  Alternative Finance  WealthTech  Payments  Capital Markets  InsurTech  Fintech/Lendtech  Insurance  Blockchain & DLT  Corporates Our expertise:  Change Sourcing  Technology Consulting  Cloud Offerings  Mobility Solutions  App

ECH is simple, easy, intuitive and scalable. Extends the capabilities of the SAP solution and provides end-to-end functionality for a healthcare provider. ECH is integrated with SAP ERP/ISH the SAP tool for billing, logistics control and financial management.

Who We Are Founded in 2008, emPower elearning solutions is an award-winning provider of technology solutions for regulatory compliance purposes. Small teams and large enterprises use our proprietary learning management system for employee training, policy and document attestation, and track compliance activities. emPower’s cloud based learning management system is the product of a portfolio developed over 14 years; and includes services, such as online training and document management, simula

Hub International is a leading full-service global insurance brokerage and financial services firm headquartered in Chicago, Illinois. With over 19,000 employees across North America, Hub offers a comprehensive suite of services, including property and casualty insurance, life and health coverage, employee benefits, retirement planning, and wealth management. The firm specializes in delivering tailored solutions to help clients manage risks, protect assets, and achieve their strategic objectives

ClinicTracker is a comprehensive, fully integrated Electronic Health Record , billing, and practice management system tailored for mental health and substance abuse agencies. Designed to streamline operations from patient intake to discharge, it automates routine clinic tasks, enhances staff productivity, and improves billing efficiency. With over 20 years of refinement, ClinicTracker offers a user-friendly interface that adapts to the unique needs of various behavioral health settings, includin

Veradigm Practice Management is a comprehensive, cloud-based solution designed to streamline the administrative and financial operations of healthcare practices of all sizes and specialties. By integrating advanced technologies, it simplifies scheduling, billing, and claims processing, allowing healthcare providers to focus more on patient care. The platform's AI-driven Predictive Scheduler optimizes appointment management by analyzing patient needs and prioritizing urgent cases, leading to redu

Welcome to InvestMates, the All-in-One Wealth Management app for Indians worldwide, where we've redefined the landscape of investing, making investors feel financially empowered. Experience the ease of managing all your investments on one platform and witness the exponential growth of your wealth. Our mission is clear: to empower retail investors across the world, fostering the growth of their wealth and guiding them to unparalleled success in their financial journey., InvestMates offers a com

CIM's PEAK Platform is designed to help property management teams generate significant operational efficiencies, improve financial performance and minimise climate impact. If it is possible to add information about the Users, our users include: Facilities Managers Asset Managers Property Managers Our Industries include: Real Estate Commercial Real Estate Retail Hospitality Healthcare Thank you!

Intuitive platform designed to enhance organizational culture and safeguard brands. It provides a secure, anonymous channel for employees and students to report safety concerns, harassment, and bullying, while also enabling the sharing of ideas and candidate referrals. The platform centralizes incident management through a user-friendly dashboard, ensuring prompt attention and resolution of issues. SignalitUP serves various sectors, including corporations, educational institutions, non-profits,

Financh is a premium, membership-driven platform offering in-depth company intelligence reports across 185 countries. Drawing from a database of 400 million companies, Financh provides trusted B2B insights to a global audience. Through Financh’s cloud-based services, users can drive revenue growth, boost profit margins, foster stronger business relationships, maintain regulatory compliance, and make data-driven decisions. The platform supports competitive analysis, offers market insights, deepe

Hyarchis Document Management System is a central solution to manage the entirety of company’s documents. Central storage of documents allows to keep all customer data in a single place, organize workflows, keep track of every change made in customer files (audit trail) and collaborate efficiently with colleagues. Our Cloud-based Document Management System offers industry-specific templates for industries such as financial services, accountancy, insurance, and healthcare. With Hyarchis Document

HomeSolutions.NET is a web-based home health agency management, EMR solution that helps you manage clinical, financial, and regulatory preformance with mobile capabilities and more.

LOV111VOL is a lightweight, LAN-friendly document and team communication system that combines multiple business tools into one portable application. It launches in under 50 seconds and runs instantly from a shared folder — with all user data encrypted for maximum security. Designed for teams that require internal-only communication and data management, LOV111VOL offers secure document management, offline messaging, team password storage, and time tracking — all from a single dashboard. LOV111V