BamSEC - Financial research made easier
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.
alphasense - AlphaSense finds information on companies, data and themes from within millions of research documents in seconds, all with ONE simple search.
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.
Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders
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.