Estate planning software platform for financial advisors.
Archives
Auditoria.AI
Auditoria automates finance and accounting operations within growing mid-market companies.
Altruist
A digital, commission-free custodian for financial advisors.
Numerated
Real-time commerce platform proven to drive growth for banks.
Personal Capital
Digital Wealth Management: financial planning tools and investment management services.
Qpass
QPass provided commerce solutions for wireless carriers.
SmartBiz
SmartBiz is the #1 online marketplace for SBA loans enabling banks to make SBA loans more efficiently than ever before and small businesses to apply online and get funded in as fast as 7 days.
Aria Systems
Aria Systems is the leading provider of subscription billing solutions and offers the only “monetization platform” encompassing the full spectrum of Billing and Customer Lifecycle Management services.