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Working Papers - Working Papers is flexible project management software solution.
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.
Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.
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.
Hostcomm Cloud Contact Centre - Cloud contact centre includes inbound, outbound, video, remote visual assistance, PCI DSS Level 1 payments, Call Analytics, IVR, AI virtual assistance.
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.