Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
The best currency exchange software available in today's market.
We manage the compliance and accounting so you can focus on your business.
CEBS ensures you have the correct checklist of KYC documents. It sets up Simple Due Diligence (Customer Due Diligence) and Enhanced Due Diligence (Enhanced Due Diligence) as required. The system alerts the cashier when the same customer transacts above the threshold. The customer's name is checked against the US OFAC SDN sanctions list, UN, EU, and HMRC.
CEBS is fast and intelligent. The currency system informs you about the potential profit before you finalize the deal. It also tells you your current stock level and alerts you if you want to sell more than your stock price. Reports and receipts are well-formatted to give you real insight into your trading. Yes, the system is accountant-friendly.
Our primary goal is security and protection of customer data. We only work with service providers that we trust and do not share data.
Description
Wokelo is an innovative research platform powered by AI that significantly boosts the speed and efficiency of data analysis and intelligence gathering, essential for processes such as due diligence, sector research, and portfolio monitoring. By utilizing cutting-edge large language model technology, Wokelo automates the entire process of data collection, curation, synthesis, and triangulation, providing polished outputs that are ready for client use. The platform works in partnership with prominent private equity firms, investment banks, consulting agencies, and corporate entities to support data-driven decision-making, thus delivering research solutions that are not only efficient but also accurate and thorough. This collaboration enables clients to concentrate on their strategic goals and attain improved investment results. Furthermore, Wokelo's AI capabilities allow for the rapid generation of detailed due diligence reports for mergers and acquisitions, producing comprehensive documents in mere minutes. Ultimately, the goal is to alleviate the burden of tedious M&A due diligence tasks, allowing professionals to dedicate more time to high-level analysis and apply their expertise more effectively. Such advancements in technology are reshaping the landscape of research and analysis in the financial sector.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Calyx Solutions UK Ltd
Founded
2014
Country
United Kingdom
Website
www.calyx-solutions.com
Vendor Details
Company Name
Wokelo AI
Founded
2022
Country
United States
Website
www.wokelo.ai/
Product Features
Currency Exchange
Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management