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.
Money Guide Pro - Money Guide Pro is a financial planning software solution.
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.
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.
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.
Logix Financial Planning - Logix Financial Planning is a business management platform that provides various enterprise solutions with broker-dealers, registered investment advisors, and other services.