Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
DotLoop - Peoplework, Not paperwork.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
DocMagic - DocMagic is a web-based platform that is used to digitalize your mortgage and payment process by offering you tools that are easy to use and simple.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
IBM TRIRIGA - Want more efficient, engaged workplaces? With IoT and AI, IBM TRIRIGA® delivers key insights in a single, integrated platform.