119 results
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Sage Intacct is a web-based, SaaS accounting and financial management software system designed for use by enterprise businesses. Learn more about Sage Intacct
Sage Intacct is a web-based, SaaS accounting and financial management software system designed for use by scale-up and enterprise businesses. Sage Intacct is the #1 modern cloud financial management solution, built by finance experts for finance professionals. It helps CFOs access integrated management and financial reports across their business entities in minutes not days to grow and drive their businesses. Learn more about Sage Intacct
Sage Intacct is a web-based, SaaS accounting and financial management software system designed for use by scale-up and enterprise businesses. Sage Intacct is the #1 modern cloud financial management so...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Automate your client bookings, cancellations, reminders, and payments by using the world's friendliest online scheduling software. Learn more about Acuity Scheduling
Save time and reach more new clients anytime, anywhere, with Acuity's self-service appointment-booking magic. From the moment clients book with you, Acuity's there 24/7 to automatically send branded & customized booking confirmations, deliver text reminders, let them reschedule based on your availability, and process payments. With Acuity, your day-to-day runs more smoothly! Customize individual calendars for your staff and locations, and set up appointment types that keep clients coming back. Learn more about Acuity Scheduling
Save time and reach more new clients anytime, anywhere, with Acuity's self-service appointment-booking magic. From the moment clients book with you, Acuity's there 24/7 to automatically send branded & ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
A dedicated financial services software to streamline lending operations. Launch in 90+ days. Fully-configurable functionality. Learn more about HES Lending Platform
HES FinTech develops tech-savvy solutions for automated loan management and enhanced debt collection. Choose among 20+ prebuilt modules and let HES customize the software following your business view. The solution is easy to integrate with payment gateways, CRM, marketing tools. Powered with automation, the system can deliver and update reports, analytics, and statistics instantly eliminating manual errors. The HES solution can reduce cost and the time per loan application and many more. Learn more about HES Lending Platform
HES FinTech develops tech-savvy solutions for automated loan management and enhanced debt collection. Choose among 20+ prebuilt modules and let HES customize the software following your business view. ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
The smart desktop app for financial services. Finsemble allows fintech & capital market apps to sync, link, and share information. Learn more about Finsemble
Finsemble is the smart desktop platform for financial services. Allow apps of any type to sync, link, and share information, even if they weren't originally designed to. Workers rely on multiple desktop applications every day, demanding that they toggle between apps to complete their day-to-day workflows and manually re-enter data. Finsemble's HTML5 application framework provides window management, workspace management, dialogs, menus, and launchers, for a meaningful, intelligent workflow. Learn more about Finsemble
Finsemble is the smart desktop platform for financial services. Allow apps of any type to sync, link, and share information, even if they weren't originally designed to. Workers rely on multiple deskto...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Electronic banking and payments software platform built for financial institutions focused on foreign exchange and global payments. Learn more about Datasoft FxOffice
Datasoft FxOffice runs Financial Institutions and MSBs that specialize in deliverable foreign exchange and global payments. The platform unifies the entire functionality of cross-border payments, forex dealing, web client portal, risk management, AML compliance, treasury and financial accounting in a single technology platform geared for scalability and control. Learn more about Datasoft FxOffice
Datasoft FxOffice runs Financial Institutions and MSBs that specialize in deliverable foreign exchange and global payments. The platform unifies the entire functionality of cross-border payments, forex...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Leveras

Leveras

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Leveras is an emerging fintech solutions provider in the Middle East, with a roster of clients from around the globe. Learn more about Leveras
Fintech was designed to cater to all businesses, in efforts to revolutionise the way we interact with one another and handle our finances. Leveras by Loyica is our contribution to this vision. This is a comprehensive fintech solutions system that is backed up by a support team around the clock. It is also completely cloud-based, which means that it is ready for immediate deployment anytime. Learn more about Leveras
Fintech was designed to cater to all businesses, in efforts to revolutionise the way we interact with one another and handle our finances. Leveras by Loyica is our contribution to this vision. This is ...
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and driver higher sales with PayPal. Whether youre selling on your own website or on marketplaces or via social media you can receive and send payments anywhere in the world with your all-in-one business account for online payments 24/7 Fraud Protection - Easy Integration - Global Expertise
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and driv...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases.
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases. It helps with managing bookkeeping and receiving customer insights. Payments can be made through the app and in-person via a QR code. Retailers can create a business profile to simplify checkout and appear in the Venmo's customer feeds. Customer loyalty is enhanced by the possibility of implementing targeted rewards and cash back experiences.
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases. It helps with managing bookkeeping and receiving customer insights. Payments can ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Sage 300cloud is an ideal business management solution for growing service and distribution businesses.
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage 300cloud is especially sought after by companies with complex corporate structures such as multi-entities, franchisees, and companies with an international subsidiary as it has strong GL consolidation features and can easily account for intercompany transfers automatically. test
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage 300cl...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card.
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
A SaaS payroll and leave app for Malaysian businesses.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs. Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Mala...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
We're reimagining financial systems so every growing company can realize their full potential.
To realize your company's full potential, you need to seize opportunities the second they appear. Traditional banking makes it hard to move money the way you want, when you want. Sign up in minutes for a cash management account and corporate cards with no personal guaranteed all in one intuitive account. Focus less on busywork and more on the big picture with built-in tools and integrations to track your spend, earning points on every card purchase, with live support in seconds.
To realize your company's full potential, you need to seize opportunities the second they appear. Traditional banking makes it hard to move money the way you want, when you want. Sign up in minutes f...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with clients.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rat...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
ECM solution that combines integrated document management, business process management and records management.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premi...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Enjoy superior data processing with Focus 9's pronghorn server
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehensive web-based software, Focus 9 is furnished with advanced tools enabling organizations across industries to optimize the critical business functions including human capital management, accounting and financial, enterprise performance management, supplier and customer relationship management.
Focus 9 is a leading ERP software equipped with ultramodern technology by Focus Softnet, a distinguished enterprise applications provider designing products with leading-edge capabilities.The comprehen...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blend...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Nvoicepay's payment solution enables AP teams to pay all vendor invoices, regardless of payment type, in a single, automated workflow.
Nvoicepay is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval hierarchies. When it's time for a payment run, you submit and approve payments in our software, then Nvoicepay pays vendors according to their remit-to instructions and in their preferred method. We manage payment data for all your vendors and proactively reach out to resolve unprocessed payments.
Nvoicepay is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval hierarchie...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software.
Manage payments and bank communications, financial risks, customer engagement and up-selling with treasury management software....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can choose to Update/ Overwrite/ Duplicate existing QuickBooks transactions with file data. Ability to un-do import changes. With bulk Import/ Delete/ Export, you have a comprehensive toolset to do any sort of QuickBooks bulk operations.Take advantage of our free premium support.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can c...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate.
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. Request a free demo today!
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable bu...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
CCM solution that helps companies manage and deliver personalized communications from one platform.
CCM solution that helps companies manage and deliver personalized communications from one platform.
CCM solution that helps companies manage and deliver personalized communications from one platform....
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financia...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Coconut Software is a customer engagement platform that provides increased workforce efficiency and growth from every interaction.
Coconut's cloud-based, enterprise level appointment scheduling and visitor management platform combines your on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests and virtual meeting support as well as contact center integration
Coconut's cloud-based, enterprise level appointment scheduling and visitor management platform combines your on-location and digital channels, providing self-service booking and curbside pickup, online...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives. With over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America.
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives. ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management.
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we have successfully processed $2 Billion of invoice payment transactions for our clients located in Canada, USA, Africa, the Middle East and Australia. The SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration.
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we h...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
A complete, unified platform that empowers businesses to effectively manage all categories of spend and all suppliers.
Ivalua is a leading provider of cloud-based Spend Management solutions, ideally suited for businesses with 1 bn+ revenue. Our complete, unified platform empowers businesses to effectively manage all categories of spend and all suppliers, increasing profitability, lowering risk and improving employee productivity. Trusted by hundreds of the worlds most admired brands and recognized as a leader by Gartner and other analysts, Ivalua maintains the industrys leading 98%+ customer retention rate.
Ivalua is a leading provider of cloud-based Spend Management solutions, ideally suited for businesses with 1 bn+ revenue. Our complete, unified platform empowers businesses to effectively manage all ca...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost
Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis, reporting and a powerful business rules engine at your fingertips.
Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis, report...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus.
Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those drivers. Synario connects your key drivers directly to your financial future. You can easily configure new scenarios, allowing you to visualize prospective outcomes instantly. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations.
Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those driv...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Financial services and accounting software for credit unions, banks, and title companies.
Financial services and accounting software for credit unions, banks, and title companies.
Financial services and accounting software for credit unions, banks, and title companies....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
The smartest, most cost-effective financial data aggregation & verification solution.
Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as a right-sized solution for your loan originations. IBV has access to over 8,800 financial institutions in the US and Canada. We process and report on billions of transactions for consumer lending and credit companies, business lenders and mortgage and loan providers.
Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. Add flexible pricing - where you only pay for services when you use them - and IBV stan...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Global Relay Archive is a cloud-based electronic message archiving, supervision, and eDiscovery solution.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, storage and security of regulated firms. Developed entirely in-house, the Archive securely captures and preserves over 50 data types, including email, IM, social media, Bloomberg and Thomson Reuters, storing them in a unified and private cloud repository with federated search capabilities.
Global Relay Archive is an enterprise-class message archiving solution that meets the demands of eDiscovery, regulatory compliance, internal and external audits, business continuity, data management, s...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Ideal for multi-entity and fast-growing companies. Generate, package and distribute accurate, formatted financial reports in seconds.
Built for medium to large, fast-growing companies with many reporting entities (divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics software connects with any GL and easily accommodates GL-related changes resulting from organic growth or M&A activity. Quick to implement and user friendly. One-click distribution of large volumes of accurate reports in seconds. Cut close cycle by 50% or more. NOTE: does not work with QuickBooks.
Built for medium to large, fast-growing companies with many reporting entities (divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics ...
Analytics to strengthen finance risk and performance strategies
Analytics to strengthen finance risk and performance strategies
Analytics to strengthen finance risk and performance strategies...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Absolutely ZERO FEE Payment Processing Point Of Sale included. Includes recurring billing, invoicing, inventory, and more.
Unlike other company's that offer you free payment processing but then they charge you hidden fees. EzPay America offers true 100% Zero Fee payment processing. No contract | Unlimited Processing | Free Equipment and 24/7 customer support. So, stop paying to get paid and contact EzPay America today. EzPay POS allows you to process all card types and you also have extended services such as inventory, recurring billing, electronic invoicing and more.
Unlike other company's that offer you free payment processing but then they charge you hidden fees. EzPay America offers true 100% Zero Fee payment processing. No contract | Unlimited Processing | Free...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
A free management solution for companies. A platform that guarantees faster, simpler operation and without bureaucracy.
MarketUP is a complete management platform that aims to contribute to the growth of small businesses, which is why it is helping to change the profile of Retail in Brazil. Its free technology and creates a shared value system that empowers entrepreneurs and ensures greater efficiency, productivity, and competitiveness With the software it is possible to automate all the processes of a company and have several tools to contribute to the management of the business.
MarketUP is a complete management platform that aims to contribute to the growth of small businesses, which is why it is helping to change the profile of Retail in Brazil. Its free technology and creat...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Financial intelligence solution for optimizing your financial performance and standardizing financial reports.
Financial intelligence solution for optimizing your financial performance and standardizing financial reports.
Financial intelligence solution for optimizing your financial performance and standardizing financial reports....
GRC solution that helps monitor bank-wide data to normalize critical risks and the potential negative effects on company's performance.
SRA Watchtower is a SaaS-based Enterprise Risk Intelligence and Collaboration Platform that aggregates, integrates, normalizes, and reports all critical risk and performance indicators on a continuous basis. SRA Watchtower provides Executives and Board Members with real-time access to company-wide risk performance data, integrated in a way so as to strategically optimize risk strategy to the bottom line.
SRA Watchtower is a SaaS-based Enterprise Risk Intelligence and Collaboration Platform that aggregates, integrates, normalizes, and reports all critical risk and performance indicators on a continuous ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Hyper-personalised, automated financial technology.
FintechOS is transforming today's financial tech, closed systems and prohibitive pricing with out-of-the-box, open-source, automative technology that makes hyper-personalization at hyper-speed a reality in weeks, not years.
FintechOS is transforming today's financial tech, closed systems and prohibitive pricing with out-of-the-box, open-source, automative technology that makes hyper-personalization at hyper-speed a realit...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
With FAD you can remotely contract or sign any document with full legal validity.
With FAD you can remotely contract or sign any document with full legal validity. We are the only platform capable of guaranteeing that the signatories are who they claim to be, through elements such as a video of the person signing, trace memory, video of verbal acceptance of the agreement, constancy of conservation and much more. FAD allows you to sign documents from anywhere in the world, safely and instantly, creating a series of evidences 100% attributable in court.
With FAD you can remotely contract or sign any document with full legal validity. We are the only platform capable of guaranteeing that the signatories are who they claim to be, through elements such a...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coup...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Turnkey financial services distribution solution.
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month.
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The com...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Take a leap towards better time and resource management with Caprivis CapEx software and get 360 degrees of control over your CapEx
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your money is going.
Caprivi offers a complete Capital Management solution that can help automate CapEx processes from Budgeting to Post Investment review. Use our CapEx Software to allocate capital and track where your m...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, transaction monitoring, business risk assessments, compliance reviews, geography analysis, PEP and Sanctions screening, senior management reporting. AML360 is next generation software technology. We provide solutions to small, medium and large organisations at competitive pricing. Get in touch.
AML360 represents a single compliance dashboard enabling businesses to manage all their AML compliance obligations on a single platform. From the dashboard businesses can carry out customer profiling, ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms.
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents. Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the conv...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to ...
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks.
Artificial intelligence driven relationship management solution with data cleansing functionality for insuarnce companies and banks....
  • Risk Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Channel Management
  • Reporting/Analytics