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Moxtra powers OneStop Portals that were built to address the needs of global financial institutions. Our platform dramatically increases client engagement and accelerates business through a suite of collaborative services. The built-in real-time dashboard capabilities within Moxtra facilitate the management of client-facing remote business teams. Additionally, Moxtra addresses the privacy, security, deployment, branding capabilities required by enterprises. Learn more about Moxtra Provide financial service through a suite of digital collaboration and management capabilities using a OneStop Portal. Learn more about Moxtra
PayPal Commerce Platform is a comprehensive solution designed to serve your business needs and your customers, whether you're just getting started or already a thriving enterprise or marketplace. Leveraging our two-sided network, the platform lets you connect with more than 295 million PayPal customers around the world and across many platforms and marketplaces. From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
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. Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
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.
Growing companies need to move fast, but 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 guarantee all in one intuitive account. You'll focus less on busy work 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. With cash management and corporate cards in a single, intuitive account, Brex makes it easy to scale your business faster.
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. A SaaS payroll and leave app for Malaysian businesses.
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. Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.
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. ECM solution that combines integrated document management, business process management and records 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 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. Enjoy superior data processing with Focus 9's pronghorn server
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).
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.
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. An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
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 smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify
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. See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
Coconut's Customer Engagement Management Platform helps enterprise organizations gain improved workforce efficiency, drive growth, and increase the value of every engagement. Through a seamless omnichannel experience and effortless data collection, you can meet evolving customer expectations and create meaningful connections. Coconut Software is a customer engagement platform that provides increased workforce efficiency and growth from every interaction.
Rimilia creates software finance people love by simplifying the complex. Offering AI-powered solution, built by finance professionals, it provides enterprise companies around the globe with faster cash allocation, enhanced forecasting, reduced risk and better control over cash flow. As a global solution, Rimilia works with any currency, any bank, any ERP, in any country and language. Rimilia has offices located in Bromsgrove and London in the UK, Toronto in Canada and Boston, MA in the US. Rimilia simplifies the complex by transforming manual cash application processes using AI-powered solutions.
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 Procure to Pay optimizes your Accountants Payable and purchasing operations with seamless integration. Unlocks ERP performance.
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. ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
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. The smartest, most cost-effective financial data aggregation & verification 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 a cloud-based electronic message archiving, supervision, and eDiscovery solution.
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. Ideal for multi-entity and fast-growing companies. Generate, package and distribute accurate, formatted financial reports in seconds.
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. Absolutely ZERO FEE Payment Processing Point Of Sale included. Includes recurring billing, invoicing, inventory, and more.
Develop intelligent and personalized marketing interactions with your customers and leverage real-time information to calculate the next-best-action. Develop personalized marketing interactions with your customers and leverage real-time information for large scale campaigns.
Every institution 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 instantly visualize prospective outcomes. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations. Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus.
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.
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. GRC solution that helps monitor bank-wide data to normalize critical risks and the potential negative effects on company's performance.
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. Hyper-personalised, automated financial technology.
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. Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
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. Turnkey financial services distribution solution.
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. Take a leap towards better time and resource management with Caprivis CapEx software and get 360 degrees of control over your CapEx
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. AML compliance platform for evaluating risks, monitoring transactions, and complying with financial sanction regulations.
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! Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms.
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.
Klare Sicht auf Ihre Liquiditt im Tool flowpilot zeigt den Verlauf Ihres Cashflows als anschauliches Diagramm. Sie sehen sofort, wie sich Ihre Zahlungsfhigkeit entwickelt hat und knnen Ihre Liquidittt verbessern. Nie wieder Excel! Einfach in die Zukunft planen Mit wenigen Clicks planen Sie Ihre Liquiditt im Tool und legen Szenarien bis zu fnf Jahre in die Zukunft in der Software an. Und immer aktuell durch importierte Buchhaltungsdaten. Fundierte Entscheidungen mit Finanzplanung! Liquidität einfach planen 5 min Setup mit aktuellen Daten aus Ihrer Buchhaltung Automatisierte Cashflow-Prognose und Szenarien
Leverage D&Bs business credit reports and predictive analytics to manage your customers' trade credit risk and grow your business. Larger businesses: Blend your accounts receivable data with D&B data for detailed risk assessments with D&B Credit Advantage. Automate credit decisions with D&B Credit Premium. Small Businesses: Credit Essentials is designed for small businesses to perform credit checks and agree new credit terms, to knowing your own companys score and recommended credit limits. Manage your credit & risk through reports & predictive analytics. This scalable solution puts Dun & Bradstreets data at your fingertip
Q2 offers electronic banking solutions that make the competitive difference for you. By leveraging electronic banking software across a single technology platform, you can deliver unified online, voice and mobile banking services from a single application. Q2 provides financial institutions leading-edge technology and unmatched customer service with feature-on-demand capabilities for retail and commercial banking. Software that helps community banks, regional banks, and credit unions deliver mobile enrollment and online banking services.
Questis is financial wellness technology platform that allows advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. With configurable features, scalable architecture, and secure software, fueled by advisors' coaching and guidance, Questis powers access to comprehensive personalized financial plans. Financial wellness technology designed to power comprehensive, scalable, private labeled solutions for financial institutions.
AlphaSense is a revolutionary market intelligence platform for professionals. Leverage internal content with business and market content, including broker research, company data, earnings data, and 1,000s of publications in real-time. Our AI semantic search captures variations in human language, recognizing millions of terms and their synonyms across companies, industries, topics and trends. With AlphaSense, corporations and financial firms make confident decisions quickly and efficiently. Market intelligence search software based on linguistic algorithms to identify data points, company details and business trends
CashPooler is the first full Web payment and collection factory. The software can manage all kinds of operations and financial flows to offer the corporate treasurers a wide view of the financial situation of the group holding and entities. With its comprehensive import/export module, CashPooler manages all types of files and formats and can communicate with banks with any protocol through the CashCom banking module. CashPooler gained the confidence of many large corporate groups (Danone, IBM, Total, Airbus Group, Macif, Thales, EDF, Carrefour... )
Manage end-to-end Software Test Life Cycle STLC with support for manual testing, test automation, automated defect tracking and real-time test metrics. Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions. With recent move to agile practices and the growing needs for continuous delivery, the testers jobs are no more limited to writing repetitive test cases, manual test execution, frequent regression testing, manual defect s Run both automated and manual testing from a single interface. Integrate with various CI tools and other testing solutions.
Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy Provide automated, personalised advice to clients who don't yet have sufficient assets to necessitate one-on-one consultancy
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. The smart desktop app for financial services. Finsemble allows fintech & capital market apps to sync, link, and share information.
RelPro delivers comprehensive contact data, targeted intelligence, and actionable insight on B2B decision-makers and their companies, on demand, aggregated from multiple best-in-class sources. RelPros easy-to-use technology adapts to your workflow and streamlines research, prospecting and lead generation tasks. RelPros auto-research, workflow integrations and easy-to-use interface make quick work of previously time-consuming tasks. RelPro is our B2B relationship intelligence solution. RelPro helps you find, learn about and stay in touch with key decision-makers
Cognito is an enterprise-ready chatbot platform that enables on-demand, contextual banking experiences. It brings personalized banking services to the digital native customers who prefer round-the-clock access to their financial information on Facebook Messenger, Viber or Telegram over searching through bank websites and clunky applications. Cognito is a white label chatbot platform that enables banks to provide personalized, on-demand banking experiences at scale.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
ERMES is a web-based software compliant with the Bank of Italys Puma 2, designed by SEFIN for the generation of the Regulatory report and the management of the communication with the Central Credit Risk. the solution envisages: · Centralised record management (Anacen) · Banca dItalia Central Credit Register record management · Management of messages and communications · Continuous message receipt/communication dispatch phases · Return flow from Anacen (centralised register) Regulatory and Matrix reporting for Bank of Italy
Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions for securities markets, financial services institutions, stockbrokers and retail investors. Dions TradeAnywhere provide end-to-end, flexible, integrated and intelligent trading solutions.
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
An innovative product of online payment management between debtor companies (buyers) and their creditors (suppliers), based on the financial documents (invoices, credit notes and debit notes), transmitted, integrated and validated between the parties. Through an online process, Saphety's Supply Chain Finance solution allows suppliers to anticipate the payment of invoices previously approved by the debtors. Saphety's new, simple and flexible cash management solution that allows you to receive or pay your company invoices in advance.
This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies Our new web-based platform offers a seamless and intuitive workflow for portfolio development and client communication.
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. A free management solution for companies. A platform that guarantees faster, simpler operation and without bureaucracy.
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. Leveras is an emerging fintech solutions provider in the Middle East, with a roster of clients from around the globe.
Innova Micro finances is a SAAS based financial platform specialized in micro-credit evaluation. It is built to help micro and small businesses with improving productivity and reducing risk rates. This solution helps in evaluating loans for micro and small businesses using INDE  methodology, which has a proven risk rate of less than 3%. This solution uses artificial intelligence models to evaluate customers and allow easy integrations with third-party tools and core systems. Innova Microfinances - SaaS based Micro-Credit Evaluation Specialist
Tmob's MFS platform is created for the world's global GSM operators and e-money licensed companies to turn them into financial institutions. From pre-paid mobile top-ups to bill payments, you can offer financial services to the underbanked and unbanked customers. Our cloud-based solution is secure, reliable and flexible. Check out full feature list on our website. For Telcos to become a financial institution by offering money transfers, bill payments, digital payments and more.
CAM Financial Services helps banks and financial service providers like factoring, leasing, and others automate (credit) decision-making processes. Enables scaling businesses. Standard interfaces give access to data from information agencies, credit insurers and other service providers and allow controlling master data, risk and limit management. In addition, the software supports with KYC and compliance tasks as well as with the management of dunning and debt collection. Our product enables the automation of (credit) decision-making processes and scalability of businesses.
ETNA Stock Trading API is designed to help FinTech firms build digital wealth management apps that require live trading, fractional shares and real-time market data. Online brokers, FinTechs, portfolio managers, digital advisors and roboadvisors take advantage of leveraging Trading API to automate trade submissions, reporting, trade allocations and track order statuses, positions and account balances. Multi-Asset Trading API automates trade submissions, reporting, allocations and track order statuses.
We strive to make the subject of stock analysis simple yet comprehensive. We believe that the best trading strategies and insights are the ones that are devoid of wizardry, zig-zags and formulas that confuse everyone, except their creators. We provide scanners/screeners for recent spikes, sideways, recovering stocks. Members can also take advantage of our performance tracker, our volatility ranker and our classified news aggregator. Simple and actionable stock market insights to empower active traders and investors, without wizardry, zig-zags and confusing formulas.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. TOGGLE AI alerts you to what might affect your portfolio holdings.
Taulias Supply Chain Finance, also known as Reverse Factoring, is a type of supplier finance that provides funding in a way that benefits everyone. A third-party funder pays your suppliers early, giving them critical liquidity. You then pay the funder in line with your payment terms, preserving your cash. Offer your suppliers vital cash flow freedom using Taulia Supply Chain Finance, a third-party funded Reverse Factoring solution.
Sayari provides data intelligence platforms to power the fight against financial crime, increase corporate transparency in high-risk places, and support critical national security mission sets. The top global financial institutions, Fortune 100 corporations, financial crime regulators, and enforcement agencies in 35 countries trust Purpose-built tool for navigating the complexity of global corporate ownership and commercial relationships.
Intelligent digital advisory solutions for banks and insurance companies, which can be used as self-service or for personal advisory. Intelligent digital advisory solutions for banks and insurance companies, which can be used as self-service or for personal advisory.
Modular tool for Dutch financial advisors. Users get help with mortgage management, interest rates, calculation tools and comparisons. Modular tool for Dutch financial advisors. Users get help with mortgage management, interest rates, calculation tools and comparisons.
Our wealth management platform helps advisors who want to grow and scale by automating operational pain points and elevating the client experience. AdvisorEngine serves to investment advisors, brokerage firms, and banks. Our wealth management platform helps advisors who want to grow and scale by automating operational pain points and elevating the client