

Propensa is deal tracking for commercial real estate brokers. Connect it to Claude, Copilot or ChatGPT and you can ask where a deal stands, log the call you just had by describing it, and find out which follow-up dates slid past while you were busy.

Stratum Tax is a lifetime financial planning and tax optimization engine for financial advisors and wealth managers. Its lifetime tax plan coordinates layered strategies and produces quantitatively substantiated outcomes. Measure the impact of each strategy, understand the interplay between strategies, and have Stratum recommend the optimal plan.
Swifton is a technology vendor specializing in innovative software solutions designed to enhance business efficiency and productivity. The company offers a range of products and services, including cloud-based applications, data analytics tools, and customized software development. Swifton is known for its commitment to delivering user-friendly interfaces and robust functionality, catering to various industries such as finance, healthcare, and retail. With a focus on customer satisfaction, Swifton provides comprehensive support and training to ensure clients can effectively leverage their solutions.