RelPro is a cloud-based lead generation platform that helps sales, marketing, business development and account management teams identify prospects and improve conversions. Key features include contact discovery, data import and... Mehr erfahren

Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one... Mehr erfahren

HYCM is an online trading platform designed to help retail and institutional investors manage financial transactions across markets. The platform enables administrators to generate and analyze currency quotes in real-time on a... Mehr erfahren

OneCore is a Microsoft-certified financial services solution designed for Microsoft Dynamics that helps organizations manage financial services for leases, fleet, loans, and more from within a unified platform. Key features of... Mehr erfahren

TAINA is a fully automated FATCA and CRS validation platform designed for financial institutions and service providers. With this software, the tax validation process is automated in order to save costs and reduce risks. Mehr erfahren

CECL FIT is a web-based financial management solution, which enables businesses to maintain compliance with current expected credit loss (CECL) standards. Executives can use the centralized dashboard to gain visibility into... Mehr erfahren