FUTRLI - FUTRLI is the all in one forecasting & reporting tool for business owners and accountants.
FileInvite - Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
ForecastX Wizard - ForecastX combines a powerful and intuitive forecasting engine with Microsoft Excel to give your team an effective blend of accuracy, ease of use, and flexibility.
Sanction Scanner - Sanction Scanner is an Anti-Money Laundering compliance software. Sanction and PEP screening service on thousands of Sanction and PEP lists in our AML database.
Maxiplan - Maxiplan offers web based solutions for budgeting, forecasting and reporting.
KYC Portal - KYC Portal is a client lifecycle management platform that allows users to have the full ownership of policy automation from increasing operational efficiencies to business relationship outreach.