Products

Foleo is an intelligent deal distribution platform built for investment agents.

All of the G15 investment banks and some of the world’s largest energy and commodity companies trust SmartDX to help them simplify trade and relationship documentation for all market participants, across all asset classes and product types. SmartDX accelerates all documentation processing for both the sell- and buy-side.

Jefferies Electronic Trading Solutions is backed by a global team of professionals located in U.S., Europe and Asia. Specifically designed for todays fragmented and rapidly changing market environment by our industry leading development team, Jefferies provides our clients with innovative electronic sales and trading solutions partnered with local expertise through Algorithmic Strategies and Program Trading.

FRISS has a 100% focus on automated fraud and risk detection for P&C insurance companies worldwide. The AI powered detection solutions for underwriting, claims and SIU help you to grow your business. FRISS detects fraud, mitigates risks and supports digital transformation at 150+ insurers around the world. You can lower your loss ratio, enable profitable portfolio growth and improve your customer experience. FRISS believes in honest and fair insurance premiums, for everyone.

PlanMagic Finance Pro is a Financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them.

Sticky Advisor works with you to ensure we are helping your business succeed the best it can with your daily activities.

NeoXam is a global financial software company specializing in solutions and services for the buy-side and sell-side.

DisclosureTrack is the fast, easy, and cost effective way to identify responses and changes in periodic public disclosures and filings like Form ADV.

Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data.

Scale your financial planning practice easily through this instant client engagement system.

Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office.

Customer relationship data analytics platform for financial institutions.

SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry.

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility.

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

WeConvence is a browser-based solution for enterprise resource planning for SMEs.

Expenzing Asset Manager is cloud-enabled software that maintains the record of acquisition of assets, their location, and assigned users in a digital asset register.

SutiAMS (Asset Management Software) helps to locate assets while reducing the risks, manual tasks, costs and errors associated with misplaced assets.

FYIsoft's cloud software to Visualize, monitor and anticipate financial analytics.

Bulk Tax Filing for Accountants