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.
My Stocks - A simple, free, and fast way to view and track your stock market losses or gains. My Stocks can also be configured to send automated email reports providing snapshots showing stock performance based on current market values.
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.
My Portfolio - My Portfolio is a finance app designed specifically for Mutual Fund Investments where users can track their total investments, dividends paid, and the money reinvested among many other things.Users simply have to create a list of their portfolios.
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.
Simple Stock Manager - Simple Stock Manager is an app that is used for monitoring and managing the stock, as well as exercising control over the inventory.