Alternatives to Rightfoot

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements.

Sila is an end-to-end payment platform that provides Banking-as-a-Service through a developer-friendly payment API that is scalable and allows for fast and secure money transfers. Sila’s payment platform streamlines building and launching fintech apps and embedded payment products for financial products, fintech, crypto, and Web3. Sila’s offerings include Virtual Accounts, Digital Wallets, KYC/KYB, and ACH payments APIs for software teams. Additional functionality is available through a network of pre-approved and pre-integrated partners (to different degrees). Sila was recognized as the Best Payments as a Service Platform by the 2022 Embedded Banking Awards of Tearsheet. Sila is headquartered in Portland, Oregon.

Our platform allows you to integrate financial products into your business. Banking Offer FDIC insured banking services to customers with a single seamless integration With ACH transactions, credit card processing and easy deployment, it's easy to move money. Branded Cards You can quickly create customized or white-label cards to promote your brand. Global money transfer Send and receive money across borders in any currency. One embed offer FDIC-insured virtual accounts that customers can use to manage their funds, earn interest and pay bills, send money and receive it all from one place. Alviere's banking technology allows you to easily embed FBO accounts (For-Benefit of) into your platform, so you can offer customized financial services for your clients and employees. FBO accounts allow you to track your finances and use in real-time, which allows you to choose the right services.

Jocata Financial Advisory and Technology is a product company that builds digital onboarding, digital lending, and fraud management solutions for the BFSI sector. Our headquarters is in Hyderabad, and we currently serve many top banks and NBFCs across India and overseas. Jocata GRID is a fast and adaptive digital ecosystem that processes millions of transactions daily. It delivers solutions that drive business growth, streamline operations and provide risk-adjusted insight, as well as regulatory compliance. Our configurable workflow engine brings together all key operational stakeholders into one virtual platform that allows for efficient management and monitoring business processes. From gathering customer-related information from multiple sources such as financial institutions, watchlists or statutory authorities to processing it and then presenting it in the most convenient way, using the latest technologies.

Instant Bank Verification is a real-time, user-permissioned service that enables lenders to verify their financial data and aggregation. What can you do with IBV Verify identities of users and reduce fraud. Verify account balances in real-time. Verify employment and understand income. Access transaction history. You can verify the assets of borrowers right from the source. Flexible pricing allows you to only pay for the services you use, making IBV a great choice for loan originations. IBV is ideal for short term lending, retail loan origination, auto financing, property rentals, and other purposes. IBV is powered via an easy-to-integrate web portal that can be added to your existing website or a fully document API. Check out our demo to learn more about IBV.

It's no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the data supply chain with advanced infrastructure and machine learning, delivering high-quality data through cutting-edge tools designed for developers and engineers, and getting it all in the hands of people who are challenging the system. If you're creating the next big thing, we're here to help- see what it means to be #PoweredbyIntrinio Our Equity Data packages includes an extensive network of US company fundamentals and stock market data suitable for all types of business needs and budgets. Our Options fast, simple, real-time stock option pricing data allows users to leverage Intrinio's powerful infrastructure to pull clean options data without the time and cost of connecting to OPRA directly. Intrinio provides a comprehensive global set of consensus ESG ratings constructed by CSRHub. Enhance your ESG expertise, benchmark your firm's ESG ratings against your peers, and provide your clients with the ESG data they need.

Quiltt provides a complete consumer fintech infrastructure that allows anyone to create innovative financial experiences. It doesn't have be complicated. We have the infrastructure to help customers quickly launch customer-facing features in their products - account connection, round-ups and bill management - in a fraction the time and at a fraction the cost. Quiltt Connect is an embedded UI module that allows you to access a complete and context-rich financial picture for your customers. Connect is built on the Quiltt graphQL API and comes pre-integrated to Plaid's industry-leading bank database network and Spade's powerful transaction enrichment services. Connect can be integrated into your product experience in just a few lines, allowing your team to concentrate on your core innovations.

Merchants, banks, fintechs, and hotels are all striving to win customers' hearts and minds by creating memorable experiences. Merchants and banks can collaborate to deliver the richer, more seamless and relevant banking and commerce experiences that consumers demand today. Cardholders will be able to receive offers at the item or category level, rather than just at the merchant level. This allows for powerful discounts that can drive daily spend and large-ticket purchases. Business spenders will enjoy better experiences thanks to the ability to seamlessly and automatically have their spend at restaurants, hotels, and other merchants synchronized with their bank app and expense management system. This allows you to save time and money dealing with fraud claims, transaction disputes and chargebacks, increasing operational efficiency within your company.

Do you need consumer credit reports to be pulled? You can now qualify your customers, and pull credit in real-time with the credit bureaus. This will save you time and money, while allowing you to make better lending decisions. Soft Pull Solutions provides a range of services for businesses, brokers, and lenders who need software to pull credit report. This makes financing simple, safe, predictable, and easy. You can maintain compliance with credit reports, whether they are hard or soft. Access the most accurate and reliable reporting information from three of the most trusted credit bureaus. With integrated APIs, automated checks of income, and credit reporting software, you can make dependable financial decisions anywhere, at any time.

Businesses and consumers are changing the way they interact with their financial institutions. They also want to be able to access the services they need. This makes it less important for an institution to have a physical presence and more crucial that it can connect with consumers and businesses on their terms. Fiserv assists businesses to find innovative solutions to manage costs, grow revenue, mitigate risk, and reduce risks associated with the payment process while also attracting and growing customers. Financial institutions have to reconsider how digital channels and real time payments can be used to provide the services consumers expect. Fiserv solutions can help you maximize the potential of electronic payments processing, regardless of whether your customers pay people or businesses in person or online.

FinStack is the one-stop solution for any business to become a fintech leader! Launch products around PPI wallets, lending or investments while partnering with the top Financial Institutes of the country by clicking a few buttons. No engineers required. FinStack allows you to: - Integrate any API, data sources, custom forms, and LMS. - Create workflows and journeys for any type of loan product. - Configuring policies for underwriting through a powerful BRE. Use our powerful Loan Origination System (Secured or Unsecured) to source loans. FinStack is used by many NBFCs, FinTechs and other companies.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.

We handle all the compliance and regulatory issues so you can focus on business growth. You can securely handle supplier payments and create a benefits program that your employees will love. Customers will love digital gifting. This makes crypto PoS easy and secure. Your business can now enable everything, from compensation payments to salary advances. All the necessary tools are available to plug-and play, including crowdfunding and B2B marketplaces. Adding financial services to your customers exactly when they need them was difficult up until now. This is no longer the case. You can choose the services you need, and then add value to your customers with our ready-made, plug and play financial services.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

Credit products without a bank sponsor You can offer a compliant credit product within weeks, not months. Bank sponsorships and obtaining state licensures can take many years. Onbo's compliant and licensed credit products can be integrated into your financial service, allowing for rapid GTM. Bring your own KYC, fraud and underwriting policies. It's easy and quick to get started. You can also customize them with scale. We help you get started with debt capital up to $1M. As you grow, we help you connect with our debt capital partners and help get your first facility. Credit builder allows users to build credit by using microloans for everyday purchases. Personal loans can be modified with 15 loan parameters. They also come with our flexible loan management software "LMS". Lines of credit are revolving loans that allow borrowers to increase their spending capacity.

Software for managing bank accounts that is affordable for non-profits. DLS Financials menu follows the flow for managing savings and loans accounts. You can create your own drop lists to complete fields in the configuration settings. There are also features that can prevent parishes becoming too debt-laden. You can add documents, spreadsheets and emails to the data. For easy viewing, you can link them with accounts or locations. For repeated events, create automatic transactions. Global functions make it easy to do large amounts of work with a click of a button. DLS Financials can be customized to meet almost any user's needs. You can request additional management reports, functions and features as well as multiple configurations.

Improve conversion by empowering consumers with targeted messaging, personalized product offers and actionable insights. GenAI-powered Customer Data Platform allows anyone within your organization to perform advanced analytics for marketing, customer base monitoring and segmentation. AI-powered insights from transactional data to give a true picture of the applicants' financial situation for credit assessment and lending lifecycle solutions. Our AI core is constantly learning as we've processed over 50 billion transactions. Our market-leading category is hard to beat. Our first-connection success rate of 98.2%, and 99.99% SLA for uptime, ensures a reliable experience for customers so that you can focus on your growth.

The smartest fintech platform to help you develop your best ideas. We have the platform for your idea. Our white label digital finance SaaS allows you to quickly launch and monetize innovative solutions for your customers. You can choose from Bank accounts and cards, as well as Financing and Financing products. You can choose from pre-integrated financial service and fintech partners or connect your solutions to the Toqio Platform. You can bring your brand to life using our white label SaaS platform. Toqio hosts and manages applications, while clients can take advantage of our innovative product pipeline. Your new financial application can be built quickly, easily, and cost-effectively. Innovating is easy with our ready-to-go Fintech SaaS platform. Access the complete suite of products you need in order to compete with the top fintech market players.

Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.

Sequence is a ledger as-a-service that allows organizations to securely track and transfer their balances in token format. Sequence allows organizations to securely manage their financial assets on private ledgers. They can also transfer them seamlessly across public networks. Companies using Sequence are creating the future of finance, commerce and other applications. Store and transact user balances. Securely store customer funds. You can issue, service, or sell loans. Manage driver and consumer balances. Instead of worrying about building and maintaining a ledger infrastructure, focus on shipping and scaling your product. You can easily add new accounts, asset types, or products without having to re-code the ledger. Sequence is designed for enterprise use. It scales with your business. You can share a portion of your ledger with other partners, which reduces complexity and opens up new business opportunities. The immutable, append only cryptographic data model prevents corruption and tampering.

Instantly open bank accounts, issue cards, send payments, or offer crypto wallets. Solid offers a complete, compliant suite FinTech services. In minutes, you can integrate to create new experiences. Solid's Banking as a Service allows companies to launch deposit products such as business and consumer checking account. It includes the ledger, statements, as well as everything you need to create delightful banking experiences. Solid's Card Issuance and Management platform was the first of its type. Issue cards are the modern way to meet the needs of your customers with one API. Solid fully manages credit, debit, prepaid cards in both physical and virtual form factors. Solid's API for creating accounts and opening banks instantly allows you to engage your customers in a light and powerful way. Solid's API allows you to instantly issue branded physical and virtual cards. You can also give them the spending control they need.

AlphaStream makes financial markets more efficient for your clients and more profitable to you. AlphaStream brings together all your financial data sources into one platform that delivers hyper-personalized financial market experiences to each client. Your teams will have unprecedented access to not only what your clients do but also why. Find out how your teams can improve client experience to increase profit, sales targeting and conversions and programmatic digital campaigns. Personalize education and more. The platform is the first to integrate all real-time financial market data into a single platform that delivers a personalized client experience through the most efficient channel. All financial data, including news and social, market datasets, alerts, and notifications, can be ingested.

Pre-Approval One allows consumers to apply for credit without affecting their credit score. Lender evaluates the applicant's creditworthiness, and offers to lend subject to only collateral requirements or conditions. If the consumer accepts the pre-approved credit offer and meets all the conditions, a hard inquiry will be made. Create a low-friction, single experience for both credit seekers and credit applicants. Collecting all the information you need to underwrite a consumer at the point of intake will help boost take rates. Reduce the time required to complete the application and set expectations for consumers.

Technology and financial services to create a more inclusive world Lendable provides capital for emerging and frontier market fintech businesses and offers technology, asset management, advisory services, and advice to leading investors. Connecting investors with fintech through technology, capital solutions, as well as services. Maestro, our proprietary risk technology platform, provides full-service underwriting, risk management, and reporting. Maestro features include core banking APIs and payment gateway integrations. Verification technology is also available. A proprietary database of loans for benchmarking and BI dashboards are some other Maestro features. It was our first venture as a risk management company. Closed-ended funds, open-ended funds and local currency channeling are all possible. Bonds (coming soon) Fintech, balance sheet debt to an existing business. SPVs for business growth, local currency advisory.

Epicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud. -Drive financial planning and operational planning across all departments Connect to multiple data sources and reduce silos Focus on automating workflows for efficiency -Increase collaboration between Finance and Accounting Expand your business globally

Our solution allows telcos and other e-money-licensed companies to offer financial services and payment to their end-users. MFS platform creates new revenue streams and increases customer loyalty. It also helps reach the underbanked or unbanked. This platform is designed to be used by telcos that must comply with PSD2 licensing. Mobile financial services are a revolutionary technology in the concept money. Mobile financial services technology allows telcos to ensure a consistent and sustainable user base while offering services such as direct carrier billing and utility payments, merchant payment capabilities, and many more. It's primarily focused on online transactions, so it can attract more offline partners. Financial inclusion is a key goal of the Global Bank for the Unbanked and Underbanked.

MobiFin Elite, a unique digital financial platform, helps financial institutions and banks to develop solutions that are suitable for the ever-changing financial market. This platform is focused on security, scalability, and omnichannel capability. MobiFin Elite is available on-premises, in the cloud, or hybrid. We care about you so that you can care for customers. Enjoy the magic of a sophisticated platform built on Kafka-based messaging buses architecture. We ensure that there are no frauds in financial transactions and we make it easy to leverage the power of the most secure digital financial platform. Futuristic platform that allows for all interactions to be done using APIs. This makes it easy to integrate with third-party services and new digital solutions. Your customers will have seamless access to all digital channels, allowing them convenience and ease of use.

Flowpilot provides transparency in all financial matters. You can connect your bank and the accounting department in just a few steps and plan your future cash flow. Smart tools and artificial intelligence help you make better business decisions based on meaningful scenarios. flowpilot connects to your bank accounts daily and processes them with your accounting. You can work error-free because of the consolidated data. Our software is better than the rest: You can test it for free and see all the features in our product demo. You can cancel flowpilot at any time. German financial experts developed flowpilot in Berlin. We are able to cater to the needs of medium-sized businesses. All data is stored in secure cloud "Hosted in Germany". No matter what concern or question you may have, our support team will be there to help you.

Rethinking insurance advice. Riskine offers digital solutions to help you advise your private and corporate clients using the most recent AI and graph-based technology. These products can be used for self-service (portal or website, apps, ...)) as well as personal and remote advice to customers. We found that many people don't have a clear view of their financial risks and needs. It is difficult to communicate and understand your financial needs in order to purchase financial products. Customers are often not able to see or understand the added value of a hedge product at the time they conclude. This is why financial decisions are not based on sound financial advice. This creates uncertainty and some people don't bother to get insurance or provide it. Riskine makes both the objective risks and the subjective wishes and requirements of your customers easily visible and understandable.

Marionette.dev is the best software solution for Financial Technologies Services. It includes the following services: eBanking - Digital Asset Storage Wallets - Crypto and Fiat Swap Platforms - Crypto and Fiat Exchange Platforms - Investment platforms - Donation Platforms - Tokenization Platforms - Payment Processing and Conversion platforms Marionette.dev is an accounting engine that was developed on the premises of modern digital banking systems and ledger records. Marionette is compatible with other Web3, DeFis, CeFis, DAOs, and other innovations inspired from Blockchain Technology.

This complete application was developed from the experience of SEFIN group for supervisory reports, matrixes, and financial intermediaries for the new SINGLE REGISTER. ERMES, the complete application protocol to PUMA 2, (Unified Corporate Matrices Protocol), is designed to help you manage your periodic reporting obligations to Bank of Italy. Conceived and designed to meet the needs of the Italian branches foreign banks, of the Financial Intermediaries pursuant the art. 107, and today Financial Intermediaries pursuant the art. 106 (so called SINGLE REGISTER), ERMES, a reporting, communication and reporting system with the Bank of Italy, guides the user through all phases of the process thanks to a simple, but comprehensive interface. Flexibility and usability. Each individual user can adapt and customize the table structure. Uniqueness of the reference documentation.

CreditHQ provides financial insight to help ensure your business trades with the best suppliers and customers, and we also help you get paid on-time! Find out which company's financials are in trouble, identify when they start paying their suppliers late, and take action to protect your business. CreditFocus provides financial data and credit scores to small businesses in the UK. The data can also be used to send letters to solicitors requesting prompt payment. It's hard to survive in business. In some industries it's even harder. This calculator can be used to estimate the likelihood of survival for different industries so you are aware of what you're facing.

We are making the financial technology landscape feel like home. No more painful rip-and-replace 'digital transformation journeys'. Our products are easy to use, plug and play. We empower banks and insurance companies to put their customers first by providing unique solutions and products. Customers expect seamless experiences, intuitive data flows, and frictionless interfaces - all while maintaining the 'human touch. Banks, financial services, and insurance companies are realizing that they must understand their clients first and foremost. It's not an easy task, but FintechOS' evolutive core and ability to integrate a variety of data points from third parties and your own systems will help you stay ahead of the curve when it comes data enriched decision-making, personalized customer journeys, and tailored offerings.

The Adaptive Bank in a Box, or BiaB, is a graph-based application that can be hosted on the Cloud. This allows financial services organizations to take advantage of best practices in financial industry content. This includes data and models that link industry content to the organization's data. This allows for proper assessments and processes, including data privacy and mandates for AML. Universal Banks will have an adaptive business function model (ABFM) that will detail at the right level of detail all the key front, middle, and back office activities in Retail, Commercial, and Investment Banking. Universal Banks will have an adaptive business information model (ABIM), which will provide key information and data-related concepts as well as their logical attributes across all functions. The ABIM will serve as a de facto data glossary and dictionary that banks can customize to suit their environment.

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

Wallie e-Wallet allows banks, MNOs, MVNOs and financial institutions to create a digital wallet that is tightly connected to their core systems. This mobile money solution is available via an agent/CSR-led model or online/API registration. It is very easy to register users and complete KYC procedures to activate the wallet system. Users can send and receive money directly from their mobile wallets without having to use any bank services once they have registered. You can add money to the wallet. Add multi-accounts with different currencies. In one click, transfer money to your wallet or account. You can view all transactions and raise a ticket if the transaction is not complete. All payment services can be done through one device. Monitor expenses, identify the most popular areas for spending and reach the campaigns in the interest area where promotions and offers are displayed.

Understanding your client is the key to unlocking the code to customer satisfaction. Jinnee analyzes all inquiries and provides you with valuable insights into your clients' needs and wants. Jinnee is constantly learning and improving as it continues to work for your company. You can see what Jinnee learned over time and adjust its behavior. It may even come up a new solution. Jinnee is a virtual advisor for your company. Jinnee will help your clients with all their needs. Now, they can ask questions and get answers in seconds. Jinnee will allow you to quickly check your restaurant spending for the past month without having to wait online. Jinnee offers expert advice and financial products to help you with your saving plan, deposit options, budgeting and more.

Portabl is changing the definition of what it means for financial service providers to share trust information with millions of people who rely on them. 6 out of 10 customers abandon online registration. We made it as simple as signing in to make the process of signing up easy. You can create 2-touch financial access for any user anywhere on the Web2 or Web3 and protect your users' privacy while you do it. You can easily sign up users in just 2 steps and 15 seconds by using the configurations that best suit your business. Our SDKs for mobile and web allow you to get up and running in minutes. Use zero-knowledge proofs to validate and verify information. Globally-recognized standards (OIDC SiOP) allow your users to log in with their verified identity via encrypted channels, eliminating the password risk. A tamper-resistant audit leadger allows you to see any changes in customer data.

The future where errors and inaccuracies can be eliminated using cutting-edge artificial intelligence, go-to market is faster and easier, customer acquisition is faster with tailored lending products, elevated experiences, and this is called Lentra. Lentra, a brand-new domain-native platform, was built from the ground up. It was designed and developed to meet all the needs of any financial institution. Ready-to-use, with quick deployment and curated journeys. Microservices architecture that allows for custom customer journeys. No CapEx with pay-per-user/transaction SaaS model. With dedicated data centers, it is always-on. In-built industry-grade secure infrastructure. API-driven for rapid 3rd party integrations. Horizontal scaling allows for growth. Lentra offers a range of solutions that cover all aspects of a financial institution's lending needs, including personal loans and credit cards.

Options is on a mission transform the financial sector technology. We are not market participants, but the No. We are the No. 1 provider of IT infrastructure for global Capital Markets firms, supporting them and their ecosystems. We are proud to offer high-performance managed trading infrastructures and cloud-enabled managed service to more than 550 global firms. This provides an agile, scalable platform with an Investment Bank-grade Cybersecurity wrapper. Our clients include global investment banks, hedge funds and funds of funds, as well as brokers, dealers, private equity houses, exchanges, and private equity houses. We support these clients daily in over 20 countries. We are available at all hours of the day and can help you no matter what time it is. We have offices in eight major cities: New York, Toronto and Chicago, London, Belfast and Hong Kong, Singapore, Auckland and Singapore. This allows us to provide services both onsite as well as remotely.

Natech Banking Solutions democratizes access to banking technology, prioritizing outstanding service and customer fulfillment. With a comprehensive suite spanning core banking systems to digital engagement channels, Natech empowers institutions to craft personalized financial products. The platform offers seamless onboarding and unparalleled accessibility, ensuring swift time-to-market with plug-and-play, end-to-end solutions. Catering to a diverse clientele that ranges from lively credit unions, local community banks to forward-thinking regional financial institutions, Natech stands as a pillar of technological advancement in banking. Natech's collaboration on the launch of a digital-only bank, Snappi, represents a leap forward in banking technology, combining industry expertise with modern innovation. 

Airwallex is a business account that is designed for global businesses. Your account includes multi-currency features, such as multi-currency business accounts. This allows you to collect and hold money in more than 11 currencies, while avoiding double conversions. Virtual debit cards can be issued quickly for you and your colleagues. Transfer money internationally in up 23 currencies without fees or waiting times. Integrate our API to enhance your platform product offerings and scale your business. International customers can invoice and accept payments in their preferred currency. You can easily connect your business accounts to popular platforms such as Amazon, eBay and Shopify. Pay out in the same currency or convert to USD and withdraw USD using current FX rates. In seconds, you can issue new virtual payment cards. All from our online platform, you can modify spend limits or revoke access.

UniTrust developed the unique myView platform. MyView allows you to save time both in mortgage administration and in the development of your mortgage advice. This means less administration and more time for you customer. MyView MidOffice, a platform that allows you to manage all aspects of the administrative process, from mortgage application to notary passing through, can be managed within the myView platform. This includes a complete overview of your file, digital creation regarding the required documents and communication (either via HDN or not) with all parties involved – customers, companies and financial advisers, civil-law notaries, service providers and service provider. You can also monitor and manage related products to the mortgage process. Consider bank guarantees, valuations, and risk insurance. MyView Midoffice gives you a clear mortgage file, and all timelines are automatically monitored.

Import vendors list, chart or accounts, customers list, items, and other company data. All the data can be exported in a matter of minutes. It is possible to export excel files in a zip file format or CSV files. It is easy to delete the data. All files deleted will be moved to the bin. You can also easily restore the data in case of emergency. It is important to perform the Import, Export, and Delete data in QuickBooks multiple times depending on the circumstances. This includes sending and receiving data to/from accountants, transferring data, and deleting unwanted transactions. It would be difficult to manually do this if there is too much data. We are here to assist you in the Import, Export and Delete of data process in minutes. It will keep you informed and save you time and money.

Satago is forward-thinking software for cash management that can be used by businesses and their accountants. Flexible finance allows you to access cash when you need it. Credit control and risk insights make getting paid on time simple. Satago integrates with over 300 accounting software packages, as well as all major email providers. This allows you to have an all-in-one cash management system that complements and enhances the accounts package.

Spend less time on prospects who have no chance and more on those with credit conditions. Our customers increase their sales and revenue by spending more time on deals with the credit qualification. iSoftpull eliminates the guesswork of determining if a prospective customer has the credit conditions to qualify for financing. Sign up for a demo account to test the software. iSoftpull allows businesses to optimize sales and marketing efforts through on-demand access of TransUnion and Equifax Credit Reports. Knowing your customer's credit rating from the start allows you to send them marketing material that is relevant. You can stop wasting money on marketing and advertising costs for leads that are unlikely to qualify.

All you need for brokerage requirements in one solution. It is a Secure, efficient omnichannel Digital Trading Solution. Execute all trading operations via one single integrated omnichannel innovative trading solution. The customers can: - Get real-time stock prices and news. - Buy, Sell real-time orders of all types. - Real-time charts. - Get Notifications on price changes, order executions, etc. - Manage accounts, find advice and invest directly. - Track the important stocks, transfer funds between brokerage accounts.

Reduce transfer times from weeks to a few days by eliminating hours of repetitive tasks for your operations team. AI-powered data validation means fewer rejections, which allows you to receive transfers faster. Real-time status updates will calm antsy customers. Our robust and well-documented interfaces allow automation and straight-through process. Our user-friendly interfaces and pre-filled fields help operations teams process exceptions. FINRA is happy with the built-in compliance reports, reconciliation and other features. ACATS can have up to 17 statuses and 33 failure reasons. There are also 100s of data code. We map them and handle all. Integrate your existing core systems including FIS/Phase3, BETA or InteliClear. GoldenBasis allows new customers to upload a brokerage account statement. Our AI extracts the fields and validates them, which greatly reduces errors.

WebVision is a cloud-based, highly-secure and customizable website content management system (CMS), and investor portal platform that asset managers use to meet the needs of their clients. It allows them to access fund marketing materials, account-level performance data, as well as other reporting requirements. WebVision can be used as a fund reporting module or standalone website. It can also be connected to existing websites. Imagineer's in-house design team can also create custom websites. This powerful, secure online portal allows for all investor and prospect communications to be automated. WebVision can be used as an independent tool, importing data from proprietary CRM tools or integrated with Clienteer to provide even greater control and automation.