Alternatives to OPALCRM

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Oracle's territory management, incentive, and quota management tools can help you optimize revenue. Oracle helps sales managers and staff to plan and perform better using connected data and deeper insights. Oracle's intelligent and predictive planning solution will improve sales execution and operational efficiency, from quota planning to forecasting. With AI-driven predictive planning capabilities, optimize your market coverage and set quota and territory plans intelligently. Multidimensional, drillable what-if planning allows you to better understand your plans and models. Sales operations can access an enterprise planning platform from within Excel. With real-time data, you can plan and create achievable territories and compensation plans.

Varicent offers a complete suite of solutions that will help you manage all aspects of your sales performance. This will allow you to improve performance and drive growth. Varicent's territory planning and quota assignment solution makes it easier to create smarter territory plans. If your pipeline is not well-designed, it can be difficult to manage your pipeline efficiently. Our revenue operations solution will help your company improve efficiency throughout the entire funnel. This will allow you to increase volume, velocity, and value of deals, forecast better, and drive superior results in go-to market. Varicent lead-to-revenue helps you identify operational gaps in your business such as lead response SLAs or lead to pipeline conversion. This allows you to capture missed opportunities, improve operational efficiency, and increase revenue. Varicent is an industry-leading SPM platform that makes it easy to pay sellers on time and accurately.

Axtria SalesIQTM is the most popular sales planning and operations software for the global life science industry. It enables motivated sales teams to achieve greater commercial success. Axtria SalesIQTM empowers sales reps to make smart decisions and reach the right customers at a time that suits their needs. Simulating and what-if analysis allows you to seamlessly convert brand strategy into sales plans. You can launch any drug or medical device in any therapeutic area quickly and with total flexibility. Transform from product-centric to customer centric omnichannel interactions. Connect the dots between providers and territories, channels, incentives, and incentives. You can improve decision-making by leveraging trusted data from ingestion to insights.

Xactly Plan is a powerful tool that helps organizations plan GTM. It offers pre-packaged functionality, which can be adapted to maximize coverage, without compromising effectiveness. You can test potential adjustments and monitor performance continuously to keep your revenue engine humming. Xactly’s Intelligent Revenue platform provides predictable, profitable and resilient revenue through the breaking down of silos within your go-to market teams to support planning and performance. Xactly's Intelligent Revenue platform provides the agility to manage changes in personnel and territories, and maintains transparency of quotas and incentives within a central solution. This translates sales plans into revenue growth. Keep your teams focused and help them maximize their earning potential.

REMIRA TIA 3 supports you as a software for sales & operation planning in all phases product management. It includes precise sales planning and forecasting. TIA A3 integrates the sales and demand planning. This allows you to increase sales success and optimize the procurement process, even for industries with high-moving products. TIA A3 is the foundation for resilient and holistic planning within your company. This software is based upon our sales and operations planning approach. This brings all departments together, resulting in reliable planning. Intelligent algorithms in TIA A3 analyze and process all information. TIA A3's goal is to achieve a perfect balance between demand and supply. Our software helps you to maximize market potential and existing resources. You can identify winners and losers early in your portfolio, avoid out-of stock situations, and so on.

SAP SuccessFactors Territory & Quota, a cloud-based solution, helps you implement efficient processes for sales planning. Align quotas with market potential in order to maximize team efforts, boost productivity and achieve business goals. Simplify financial planning and sales planning in order to maximize revenue, optimize sales territories and deploy fair and equitable quotas. Cloud deployment for rapid implementation. AI-enabled planning and modeling of territories for optimization. Sales forecasting and quota control for continuous alignment. Visualization and mapping to gain real-time insight. AI territory planning can help you expand your market by leveraging your organization's KPIs. Using top-down and bottom-up planning, you can improve the accuracy of your sales plans and achieve quotas.

QVANTUM, a cloud-based platform for operational planning, allows businesses to streamline their workforce, financial, and sales planning. It integrates seamlessly into existing ERP, HR, and BI systems, allowing departments the ability to collaborate on a single platform. QVANTUM provides powerful tools for predictive planning, cost center management and ESG reporting. This allows real-time data insights that support decision-making. The platform eliminates Excel by offering customizable template, automated workflows and precise rights management in order to ensure compliance and protect data. Its intuitive interface is based on Excel and reduces the need for training. The scalable architecture can adapt to changing business needs. Compliance is based upon the precise assignment and automatic backups. Connection to all common HR, ERP, and BI systems.

CentralStationCRM is a simple and intelligent CRM software that can be used by small and medium-sized companies. All customer and address data in one place. All customer data, including emails, notes, to dos, and appointments. Many filter functions are available to optimize your customer data for marketing and sales. Transparent overview of all activities, including the notification function. So that all colleagues are kept up-to-date. Effective control is possible through reminders, sales planning, and task lists. Clear functions and an intuitive design cut down on training time. We have eliminated the need for complex processes and features that large companies only require. It is browser-based and works with any internet-enabled device. No installation necessary. Filter your contacts in one click using self-created categories

Automate complex sales planning, gain real-time insight, and motivate your sales team to improve performance and grow your business. Motivated sales teams can maximize profits and performance. Strategic incentive compensation can improve the effectiveness of sales teams by encouraging profitable behaviors that increase revenue. With SAP SuccessFactors Incentive Management (formerly SAP Commissions), create, model and optimize complex incentive compensation plans, gain real-time insight, and motivate your sales team to perform at the highest level.

Our all-in-one software helps small retailers and manufacturers become digitally-savvy across Bharat. Receive live notifications when orders are received from salesmen or directly from stores. Manage them easily on your mobile device. The app allows you to accept and manage deliveries. You can also assign delivery people and prepare automated van loading summaries. You can send professional GST invoices to buyers either manually or automatically after your order is complete. Centrally manage and control product information and pricing. Different pricing can be assigned to different partners. Your central directory of distributors, wholesalers, and retailers with customized profiling to aid in sales planning. Monitor your product visibility, shelf-share and shelf-share. Remote supervision of visual merchandising, brand signage and retail execution. Allow field teams to collect market information, competitor data, and product feedback using custom-made forms.

Get comprehensive restaurant data and menus for market analysis, menu insights and sales intelligence. These data are used by our clients for market intelligence and sales planning. Our customers include food producers and distributors, chain restaurant owners, market research and consulting firms.

Sales performance management platform for HubSpot users. Set attainable goals and master sales planning based on HubSpot's historical data. To hit your targets, you need to manage sales capacity efficiently and create a hiring calendar. Avoid surprises at the end of quarter by using multiple forecasting models. What-if scenarios can be used to allocate resources more efficiently. HubSpot can provide you with actionable insights into your sales. Use predefined planning templates to create what-if scenarios and automatically assess goal achievement. Use AI and predictive forecasting for accurate future sales predictions. Monitor all key sales performance metrics in real time. Get actionable insights into performance gaps (peoples, processes, pipelines) without spending hours analysing multiple reports. Calculate the required capacity to achieve sales quotas by assessing current sales capacity. Monitor pipeline developments in real-time to identify bottlenecks.

Lative is an integrated platform for revenue planning, strategy and execution tracking that helps you achieve profitable, efficient growth. Connect top-down plans and targets to bottom-up data to make better decisions and achieve targets. Calculate your sales productivity and ROI in real-time to make better decisions. Connect your top-down sales plans with bottom-up operational data for a complete and cohesive overview of your organization. AI can help you identify any gaps in real time and model multiple scenarios to ensure that you meet your sales targets. With seamless connectivity and integration, you can accelerate the time to value. Consolidate data from 150+ different data sources into a single source to ensure accuracy. Real-time and accurate revenue insights to help you make agile decisions.

Sales and Field Service Territory Mapping Made Easy for Dynamics 365 Power BI & Excel #1 rated mapping and territory-management solution on Microsoft AppSource. EasyTerritory is the best web-based mapping tool for managing sales territory, planning service territory capacity, and geospatial intelligence for Microsoft Dynamics 365 and Excel. EasyTerritory is the best sales territory management software that you can add to your Microsoft Dynamics 365 implementation. Are you not using Dynamics 365? EasyTerritory also supports Excel, Power BI and SQL Azure. EasyTerritory is used in many industries, including manufacturing, finance, logistics, food and beverage distribution and franchising. Our primary goal was to simplify territory management and mapping. EasyTerritory allows sales managers to create and realign sales rep territories using an interactive map.

Account Plan Pro will help your team create and execute a strategic account plan more efficiently. You can view the status of your key accounts, opportunities, and sales funnel from within Salesforce. It works with both Lightning and Classic User Interfaces. It is accessible from anywhere and anytime via the internet, whether you are at work or on your mobile device.

Focus your sales efforts on the most promising customers by using data-driven decisions. MoneyMap, a tool from Coro, helps you focus your sales resources on the right accounts to maximize their efficiency. Find the best opportunities, decide how to deploy your resources, and activate frontline growth. Each account is different, so you shouldn't use a blanket strategy for targeting, engagement and growth across the entire pipeline. MoneyMap provides you with granular insight into sales performance, spendable budgets, and buying propensity so you can develop smart go-to market strategies that empower your team. Account coverage is often based on existing customers and previous coverage, rather than actual account potential. You can use detailed data to inform how you deploy your resources and activate the frontline teams.

Sprocket uses Artificial Intelligence (AI) to provide you with the go-to market support that you need to improve your company's pipeline, and generate predictable, incremental and consistent revenue. Know which types of customers and companies your organization should prioritize. Optimize your strategic operational structure within your company in order to maximize revenue. Implement and improve processes to identify/review emerging opportunities for revenue, structural alignment and drive strategic collaboration. Sprocket is a solution that was created after companies struggled with go-to market strategies and prioritizing profits across departments. Investors and executives have high expectations when it comes sales and revenue targets, especially for SMBs and mid-market sectors. Sprocket is a tool that identifies gaps and opportunities.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Cost centers can input their numbers directly into a central platform. Align everyone to your actuals versus your forecasts, and collect explanations of variances directly into the analysis. Get everyone on the same page with clear and accurate revenue goals, whether you are starting from zero or last year. Finicast allows you to model and forecast your financial statements. Forecast revenue using historical trends and all the relevant business dimensions. Analyze the sales performance of each segment, product and vertical to better predict future bookings and requirements. Import historical data and apply algorithms to create a consistent segmentation and scoring analysis. Set quotas and maximize coverage based on your sales forecast. Build plans that are optimized for teams, products, and regions to encourage sales activity. Forecast pipeline activity using historical trends, budgets and other relevant business dimensions.

Our team of industry experts, along with our Pitchable Analytics software, gives brands the edge needed in today's profit oriented retail environment. Pitchable Analytics allows you to take control of data, unlock insights which save money and reduce data processing time by 90%. Rodeo's team of sales managers can help you get your brand on more retail shelves and in more baskets. Rodeo's experts in operations can streamline your backend process, saving you money and time. Identifying your target market. Analysis of pricing and positioning. Identifying and reviewing key contacts. Create a sales plan. Use distributor datasets (if available), POs and POS data to uncover velocity. Monthly strategy calls and plan updates. Pricing and promotional adjustments are needed to increase velocity. Expand the map in order to increase PDFs. Rodeo reinvents how better-for you brands grow in retail.

India's leading automatic invoicing and field sales software. Orders and payments can be collected on the move using your smartphone. Track your sales activity in real-time, including orders, GST invoices and purchases. Real-time tracking for your salesperson's activity, GST invoices, purchases, and payments. Take orders and collect payments while on the field. Set up sales plans for your team and track their activities. Manage payables, receivables and collected payments through the mobile application. Get outlet-by-outlet outstanding payment summary to perform detailed analysis. Create all sales and purchase invoices to make GST returns easier. Accounting reports will help you get a better business overview and make strategic decisions to grow your business. Configure the application to suit your needs. Set the permissions that you want your salespeople to have. Set the default transaction state according to your needs.

Our cloud-based Sales Planning platform is an automation hub that aligns your GTM strategies with your business goals. Our user-friendly, no-code modules will help you cut costs and increase efficiency. Pre-built capabilities will help you achieve your sales goals faster. Sales planning is simplified and expedited. Design sales territories that maximize revenue while ensuring balanced workloads, optimized market coverage and setting your sales teams up to succeed. Ensure that your organization, account, product, and territory hierarchies are aligned optimally for successful go-to-market implementation. Design sales territories that maximize revenue while ensuring a balanced workload and optimal market coverage. This will set your sales team up for success. Set quotas for your sales team to keep them motivated and increase their achievement.

We offer the benefits of a platform, while maintaining the flexibility of a spread sheet. Modus can provide a real-time, consistent and scalable data architecture to answer your business questions quickly. Cloud-based platforms are essential when multiple departments must collaborate and integrate data across the entire business. You're no longer in a dark place about the forecast. With persistent change logs and notifications, you can see how it is changing. To create an ecosystem that automates, optimizes, and orchestrates how consumer brands go to market. Every action within a brand is interconnected. Modus had to be designed in a way that supported every department to realize our vision. The impact of a single-purpose solution is not nearly as great. You never miss a step when the sales plan impacts the demand plan and impacts the trade plan. Sales planning at retailer level. Plan new product launches, promotions, discontinuations, and sales costs.

Ensure that your revenue operations are running smoothly and that your sales team is working at maximum strength, even when plans change. You can build your territories, make updates to market conditions, and seamlessly sync your changes across all GTM system so that your strategy is always in line with execution. You can plan and execute your strategy and resources from one platform. Increase sales productivity and generate more revenue. Instead of focusing on updating spreadsheets, focus more on scaling sales. Fullcast's automation tools allow you to quickly reduce sales operations backlogs so that you can focus on building customer relationships. Fullcast automates policy enforcement and task execution, ensuring Salesforce is fully aligned to your go-to market plan.

Smart Demand Planner™, a consensus-based demand planning and statistical forecasting tool, is available on Smart's Inventory Planning and Optimization platform, Smart IP&O. Smart Demand Planner, powered the SmartForecasts®, Engine, combines strategic business forecasting at all levels of your product hierarchy with granular forecasts for the item mix to improve forecast accuracy. It provides a solid, objective foundation for your sales- and operations planning (S&OP). Smart Demand Planner's collaborative workbench allows for forecast overrides to apply, import, review, and be approved by authorized users who are responsible for the consensus plan. Forecast accuracy can be measured to ensure the best forecast is delivered to the business at both aggregate and item mix levels. This results in more efficient sales planning, budgeting and production scheduling, as well as ordering and inventory planning.

CRM that adapts to your company's reality. The commercial area is the center of gravity for any company. Give it the importance it deserves. MindQube Sales is a trusted tool that will help you visualize the traceability of your operations visually. Create your sales plan and define indicators to help you evaluate your results. Make corrections before they happen, so you can avoid any failures in your projections. It is easy to see the business' reality in graphics. Perform analysis and develop strategies based on the relevant and functional information. The business environment is always unpredictable, regardless of how much information you have. Those who respond faster to changes make the difference. Marketing supply chain android angel inves valu proposition long tail agile market development

Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.

You can't schedule meetings if the wrong accounts are being used. You must dynamically distribute the correct accounts at the right moment. Increase sales efficiency by finding black holes in your CRM, focusing reps only on accounts that convert and moving to dynamic books. It's time for us to move on from static territories and onto something more resilient. Dynamic books are the answer. We've owned numbers and have been in the RevOps trenches. We've been in the trenches and we know what high-performance teams need. Learn more about the benefits of dynamic books and how they can be a great alternative to static territory. Download our free guide on dynamic book management. Assigning any built-in object or custom object. Adaptive round-robin based on weight capacity and availability. Logging, auditing history, and reporting. All dynamic book management features. Premium onboarding, support and assistance.

Forecast accuracy can be improved, win rates increased, and salesperson churn reduced. The "The" solution to your sales organization combines CRM, benchmarking analytics, competitive SWOT's and sales strategies with action plans. A simple scoring system allows you to benchmark your contacts and opportunities. This will allow you to quickly assess the status of your opportunities and buy committees, sales team utilization, win/loss ratio, and win/loss ratio. You can easily apply and maintain the strengths and weaknesses, opportunities, threats, and opportunities (or SWOT) of competitors. Coaching is provided when you answer a series questions about the current state of the opportunity. Make a list with your prospects and agree on the steps to close the deal. This proven process is effective in getting deals done and revealing interest levels.

It's never been easier to focus on your best accounts. Prioritize top accounts in real-time with custom scoring, or by integrating your existing scoring and intention tools. Automate and personalize books of business according to individual performance and capability. By reducing context switches and building more expertise, you can increase your competitive win rate. Build, track and enforce revenue processes throughout your organization. Set guidelines, identify and solve problems instantly, and maintain an even distribution of accounts as your team grows. Develop deeper expertise and meaningful relationships. Let go of messy handoffs and awkward transitions. Adapt to changes in your team or tech stack on the fly. Visit our platform one-on-one to see how we can help you build stronger customer relationships. Ensure that the right accounts are worked in the right manner, every time. Stop revenue leaks with rules of engagement.

Prophix is a corporate management (CPM), software that can be used by companies of any size and in any industry. Prophix integrates budgeting, planning and forecasting with financial consolidation and reporting capabilities. This software platform allows businesses to move beyond Excel and improve their performance. Prophix can be used on-premise or in cloud to automate core financial processes.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Our intelligent finance platform lets you get rid of the limitations of legacy applications and spreadsheets. A single, extensible platform that combines financial consolidation, planning and reporting allows you to unify all aspects of financial consolidation, planning, analysis, and reporting. You can conquer the complexity of financial close, consolidation planning, reporting, analysis and reporting. OneStream supports corporate standards and also meets more specific line of business planning requirements. Teams can use trusted financial intelligence to large amounts of operational data to identify trends and financial signals that will allow them to make informed decisions at the speed of business. OneStream's integrated understanding of accounts, currencies and ownership can help you speed up time to value. A unified application replaces multiple legacy systems and cloud point solutions.

Vena Solutions is a corporate management software that combines planning, budgeting, and revenue forecasting tools to help companies succeed. Vena Solutions allows enterprises to free their employees from manual budgeting, forecast short-term and long term revenue performance, gain insight for better decisions, and easily prepare regulatory reports. Vena Solutions has been recognized by Deloitte and PWC as an award-winning platform.

Marketing chaos, isolated decisions and misaligned work, missed deadlines, burnt out teams, and marketing chaos are gone. Opal is the platform for marketing collaboration. Reduce silos and make it easy for campaigns and content to be visible across your organization. Eliminate barriers to tell a consistent story throughout the customer journey. To increase team efficiency, replace spreadsheets, decks, and email threads by a unified workspace.

Capital Banking Solutions is a leader in providing integrated banking software solutions that are end-to-end for financial institutions in Europe, Africa, Middle East, and America. Capital Banking Solutions was founded in 1997 with the goal of supporting financial institutions to innovate and drive market change. It supports more than 200 banks and financial institutions worldwide. Capital Banking Solutions offers a complete suite of modular and open-architecture products for the Financial Services Industry. These products include Universal, Retail, Corporate and Private Family Offices, Management Companies, Islamic banks, and Management Companies. Capital Banking Solutions was ranked among the top vendors by IBS Intelligence, and global players by Forrester. It is now being recognized as one the most powerful Financial Technology Providers. Capital Banking Solutions offers a complete portfolio of best-of-breed products to support key banking functions like Wealth Management, Compliance and Risk management and Digital Banking.

Goodbye tedious manual tasks. Goodbye manuals and time-consuming tasks. Hello valuable business insights. There's no need to copy and paste numbers from one spreadsheet into another. All data from your ERP, HRIS, CRM, and ERP systems can be connected and reworked in one place. Automate manual tasks and save time for strategic stuff that modern finance teams should focus on. Your day is 40% occupied by back-and-forth emails. This is not what investors or the CEO expect from top tech finance teams. In one platform, collaborate with business partners to analyze numbers. You can create private spaces, define workflows, assign permissions, and exchange ideas at lightning speed. Abacum is more than a number cruncher. It's a strategic powerhouse. Your stakeholder will understand your advice, and Abacum will organize key insights in an easy-to-use interface. Build reports that business partners will actually open and take action on.

Enfusion is a global leader in native SaaS-based investment technology solutions and services. It enables clients to work from one source of data, from the front-office to back. Enfusion is a platform that increases agility. It offers award-winning software, managed service and analytics to over 500 investment managers and hedge fund managers from eight offices across four continents.

Jedox offers integrated enterprise planning solutions that are more advanced than spreadsheets. Jedox's integrated planning solution combines enterprise planning, data analysis, and reporting to help organizations improve collaboration between teams, create accurate forecasts, analyze and report, and provide greater process transparency and transparency. Jedox is available from any device, and also has inbuilt integration.

Adaptive collaboration is key to success in a world of constant change. You can mobilize complex scenario planning down to the smallest detail, forecast the largest picture intelligently, and empower teams to take faster decisions. You can access real-time information and insights from the outermost corners of your company. Use the same, up-to-date, accurate information to collaborate. Everyone follows the same playbook. Everyone is on the same page. Everyone operates from the same source of truth. To fuel your rolling forecasts, you can model broad and varied scenarios. Your plans for tomorrow will be updated automatically with current information, so that it is always up-to-date. It all happens in real-time. It takes minutes, not days, or even weeks. In minutes. You can make everything happen in minutes. Synchronize performance and planning across your enterprise, starting at the top with your C-suite and ending at your most remote hub. Reinvent workflows. Reduce latency. Rapidly transform challenges into opportunities

Wealth Intelligence (WIN), a suite of integrated wealth management solutions that covers the front, middle, and back offices. The integrated Wealth Intelligence system allows asset and wealth management firms to manage their entire business life cycle from one platform.

Your company's future will be brightened with color. Real-time business strategy. You can get started quickly with a pre-built toolbox. Instantaneous native data connectors. Imagine scenarios on steroids that allow you to focus on strategic decision making. Powerful capabilities allow for easy modeling of any planning or forecasting application. Insightful reporting in real time. Models and dashboards that are shared. The platform allows for discussion and decision-making. The platform offers a pleasant interface for all team members at all levels. Easy tracking of data edits. Secure data connectors. Enterprise-grade data governance. By design, end-to-end traceability is possible and clearances are provided. Scale your business in the right way. Make numbers a common language everyone can understand. With confidence, you can anticipate the future. Real-time visualization, understanding and execution.

Model N is an end-to-end platform that empowers companies to maximize their revenue by transforming Sales, Marketing, Channels and Finance. Model N's revenue management solutions can help you maximize your revenue by turning tactical, siloed activities into strategic, end-to-end revenue processes using automation and intelligence. Revenue Cloud bridges the gap between back-office and front-office activities, providing a single system of record for all revenue execution. Customers can easily set up and quote complex products, quickly reach terms on complex contracts, have better channel data, which allows for visibility into channels and efficient management of incentive programs, avoiding overpayments. Model N Rebate Management allows you to better engage your channels and maximize revenue.

A comprehensive front-office solution allows you to manage models, rebalance accounts and monitor portfolio drift. You can also adjust strategies faster and more efficiently. You can leverage a cloud-based solution to optimize your portfolio management, order creation and trading workflows, regardless of whether your firm manages individual wealth or institutional assets. Advent Genesis integrates with Moxy to provide seamless access from trading decisions to execution. You can expand into new markets, new areas, and new business lines with confidence. This will reduce operational risk and increase efficiency. You can drill down into the details with powerful dashboards that provide information such as status updates, exception and status updates, strategy drift, cash activity, and model level drift. Management views make it easy to organize and control oversight and controls, and review trade proposals before approving them for execution.

Kingdom Trust is an independent custodian that specializes in innovative custody solutions for institutional and individual investors. Clients include Solo 401(k), Self-Directed IRA, Solo 401(k), holders, single-member LLCs and family offices, investment advisors, advisory firms, broker-dealers and private equity funds, sponsors, and other investment platforms (foreign or domestic). The firm's institutional pooled investor vehicle (PIV), custody offering offers a tailored solution for private equity and private debt, digital assets as well as venture capital and fund management. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution allows clients to meet SEC regulatory requirements. The firm offers investment opportunities in alternative assets such as digital currency, real property, precious metals, and private equity.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

Charles River IMS is used by 30 countries' investment, wealth and alternative managers, asset-owners, and insurers to manage USD $36 Trillion worth of assets. State Street Alpha(sm) is built on Charles River's cloud-deployed front-office technology. This technology, along with State Street's back- and middle-office services, forms the foundation of State Street Alpha. Our strategic commitment to empower our customers by providing a single platform and one view of all your portfolios across public, private, and foreign markets. Charles River IMS is used by 30 countries' investment, wealth and alternative managers, asset-owners, and insurers to manage USD $36 Trillion worth of assets. Charles River's cloud-deployed front-office technology is the foundation of State Street Alpha(sm). It works in conjunction with State Street's back- and middle-office services. Charles River automates and simplifies the investment process across all asset classes, including portfolio management, risk analytics, trading, and settlement with integrated compliance.

TS Imagine is a platform that helps companies succeed in capital markets. Our SaaS platform is available to all desks. It aligns trading, risk, and operations to provide a single source for truth. This allows for greater transparency, greater efficiency, and infinite scaling. Combining two of the most trusted SaaS platforms in the industry creates a new standard for trading, portfolio and real-time risk solutions. TS Imagine streamlines complex and time-consuming workflows in front, middle, or back-office. Unifying order management, portfolio analytics, risk & compliance and margin accounting with secure, cloud-based SaaS delivery. 500 financial institutions use TS Imagine. There are 400 employees in ten offices around the world. The IT infrastructure is available in every region to ensure a global reach and stable local presence.