Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.
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.
Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.
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.
Certent Equity Compensation Management - Certent Equity Compensation Management simplifies and streamlines all the crucial aspects of your stock administration process.
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.