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Description
Streamlining processing times, minimizing expensive mistakes, ensuring compliance with federal and state regulations, and providing U.S.-based support for employees are our core objectives. Our services encompass compliance, security, onboarding and offboarding, job descriptions, employee handbooks, administration, and progressive discipline. By addressing lost profits, accurately reconciling carrier invoices, managing open enrollment, and offering legal counsel for HIPAA, ERISA, and ACA, we aim to enhance operational efficiency. At Corban OneSource, we take pride in placing the focus on human resources by equipping clients with the essential tools to achieve their objectives. Our unwavering dedication to client service is rooted in principles of accuracy, accountability, and innovative ideas that boost return on investment. We are passionate about a mission centered on helping others, and for many within our organization, faith serves as the foundation of this mission. Thus, we encourage our leaders to prioritize service to their teams, empowering them to extend that service to clients. Acknowledging that this is a continuous journey, we see it as an opportunity for growth and improvement. Embracing change allows us to adapt and better serve everyone involved.
Description
We are convinced that collaboration between established financial institutions and fintech companies leads to advantages for both parties. Their respective strengths and goals complement each other, creating valuable opportunities for partnership. By offering a diverse array of digital investment products, companies can not only cross-sell to their current clientele but also tap into new markets. Nonetheless, crafting unique proprietary investment solutions can be a lengthy and costly endeavor, particularly amid increasing fee pressures and complex regulatory demands. This challenge has hindered brokers from effectively developing and introducing innovative offerings that could foster growth. While many wealth managers take pride in their established investment strategies and knowledge, they face significant pressure on costs and profit margins, compelling the entire industry to undergo a systematic transformation and modernization of existing business models to sustain profitability in a rapidly evolving landscape. Furthermore, adapting to these changes is essential for long-term success and competitiveness 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
Corban OneSource
Country
United States
Website
corbanone.com
Vendor Details
Company Name
InvestSuite
Founded
2018
Country
Belgium
Website
www.investsuite.com
Product Features
Human Resources
360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
