Smart RIA
LoanHD
SmartRisk
Riskalyze
BankApply.eu
Bank Information
Robinhood
OneSumX Credit Risk
AuditFile
Hubdoc
AdvanceFlow
Funding Gates
HelloWallet
MindBridge Ai Auditor
CashNotify
AppZen
AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform efficient audits, reviews, and compilations.
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Easy to use and I got a training with them online when I got stuck with my password. It was nice to see my staff could just pick it up no problem.
LoanHD - LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.
Hubdoc - Hubdoc gets your key financial docs in one place, automatically.
SmartRisk - Set proper downside expectations for your clients with real-time, high-velocity, risk-based margin lending algorithms to calculate portfolio risk for advisors.
AdvanceFlow - Financial Audit
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Funding Gates - Funding Gates provides credit screening, monitoring and collection tools that enable small businesses to better manage their receivables.