Top 20 products relevant to Finance and CRM

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies.

BindHQ is a platform that allows users to manage their whole insurance and agency work through this agency management system.

CaptivateIQ is a platform that helps companies to accurately calculate commissions of their sales teams and enhance their morale by giving them incentives.

NextAgency is an agency and insurance management software system that allows users to manage all aspects of the health agencies and provides the insurance brokers an unfair advantage by overall improving efficiency.

Redtail is a web-based client relationship management solution for the financial advisors.

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

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.

Finance & Accounting.

11 Jan 2012 . The circle, a shape so simple, so perfect, so..

Partner XE is an agency management software that allows users to manage their emails, communications, and data analytics.

Growth, made simple.

Q4 Desktop is an all-in-one data aggregation platform that makes things possible for you with its IR program into a single platform.

CashStar is a provider of prepaid commerce solutions for the world's top retailers and restaurants.

Logicworks is a leading provider of cloud migration and managed cloud services for AWS and Azure. We specialize in HIPAA, HITRUST, and PCI cloud services.

Mobinsure is an insurance agent software that helps the agents to get their deals in a significant way and manage the whole system easily.

MarketXLS is an all in one excel based investment research solution that is making it extremely easier for you to have excel and Market knowledge into ETFs, profit stocks, options & mutual funds.

S&P Global Investment Research is an aftermarket investment data collection platform, providing users with an easy approach to unlock the potential with millions of reports across the globe.

Premia is an insurance platform that offers end-to-end integrated insurance solutions to users for seamless processing and delivery of insurance services.

Attune ClaimBook is a platform that offers a way to get perfect claims management system that has a faster claim settlement rate.

SureFyre is a platform that offers a configurable underwriting automation software that eliminates the manual work and maximizes the efficiency of an MGA or carrier.