Alternatives to TrustQuay

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.

AdvisorWare®, a platform that integrates portfolio management, accounting, and partnership accounting, is specifically designed for hedge funds, private equity funds, and funds of funds. It can be used to support alternative investment funds with complex global investment, trading, and management issues, as well as complex financial and tax reporting requirements. You can maximize operational efficiency by using an intuitive system that allows for you to manage all kinds of instruments and corporate actions with complete integrity. Reduce operational risk by using proactive and automated exception handling, workflow management, and reconciliation tools. Completely automate tax allocation and tax reporting for partners.

Automate mission-critical business processes The complete solution for fund managers and fund administrators looking to provide investor service. ManTra is the preferred choice for managers and administrators of onshore and offshore hedge funds, partnerships and private equity vehicles, real property and retail funds. NTAS: Fund administrators and managers can benefit from advanced investor services. You have access to enhanced operational efficiency, client service and transparency, as well as security and confidentiality. PENTAS: Automated end-to-end investor lifecycle automation, for both traditional and hybrid private equity funds. Automate and streamline all aspects the limited partner investment process to offer unparalleled processing efficiency, control, transparency, and investor service. KURE: A comprehensive regulatory solution that automates and streamlines your AML compliance.

Software for managing any type of fund administration, including mortgage pool/fund management. Supports equity shares and debt. Flexible and efficient reporting and distribution of payments. Perfect for mortgage pools, crowdfunding and partnerships. Pay shareholders by check or electronic payment via ACH/EFT. Reinvest, cash out. Complete solution for U.S. Reg. D 506 Private Offerings, (U.S. Investment Funds), and Canadian MICs. Our software will make your fund fly!

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

PFS-PAXUS, a fund accounting and fund administration software that specializes in alternative and traditional funds, is the preferred product for fund administrators around the world. PFS-PAXUS is a market leader and offers fund administrators a complete back office fund accounting, portfolio valuations, fund pricing solutions, shareholder recording, and administrative solutions in a single, fully integrated platform that meets the needs of the most sophisticated fund managers. PFS-PAXUS integrates all processes normally performed on multiple systems. This includes securities portfolio, allocation system and fee calculation. It also allows for investor communications and a web portal. PFS-PAXUS, the award-winning system for wholesale fund administration, allows for the administration of any type of traditional or alternative open- and closed-ended funds as well as private equity investment vehicles.

Repool uses the most advanced technology available in the fund services industry. We'll take care of the rest. It's easier than ever to manage a fund service company. We are backed by top capital investors to help build the future fund services. Retail traders, emerging managers, as well as institutions, can all use Repool. Repool makes it easy to launch your fund. Traditional fund service providers tend to deprioritize smaller funds, and offer outdated technology. Repool is focused on small and mid-sized advisers. Repool offers technology and service that is unmatched. Repool makes it simple, no matter what asset you trade, and no matter if it's your first fund or your fiftieth, onshore, or offshore. The traditional way of starting a fund is difficult and frustrating. Repool is now used by all types of fund managers to simplify fund launches.

Data is the key to unlocking your true potential. Novus works with fund administrators and custodians as well as prime brokers and portfolio management systems to digitize, organize, and manage manager-provided data. You can also retain control by self upload. Any frequency, any transparency level. Novus uses advanced reconciliation technology to verify the timeliness and quality of critical portfolio information. Novus can identify and correct data errors and provide perfect portfolio information. Custom tags can be used to label, bucket and analyze data. Connect other data, such ESG. Compare public filings of thousands of managers. Leverage Novus' proprietary indexes allow you to track the most popular stocks of hedge funds (learn more).

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.

Software used worldwide by major asset managers, hedge funds, and outsource administrators to reduce operational risk and streamline post-trade processing. Post-execution trade processing system that combines matching & confirmation, settlement instructions processing, and failed trade management into one solution to meet T+1 settlement requirements. Salerio is a modular, multiasset class, settlements platform that can be used by global investment managers and hedge fund managers. It allows asset owners, sovereign wealth managements, outsourced service providers (TPAs), to concentrate on what really matters: getting trades confirmed and processed. Reduce operational, counterparty, settlement risk by removing the need for a trail of communications via email or phone. Our exception management hub offers trade matching, confirmation, settlement messaging and settlement tracking. We also offer failed trade management for securities.

Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps.

Sidetrade's AI-powered Order to Cash platform allows companies to increase revenue, grow profitability, and optimize working capital. Intelligent automation is used to: - Increase orders from customers Smarter collection can help you accelerate cash flow - Support quicker dispute resolution - Increase control and visibility over the O2C process Sidetrade's dedicated Artificial Intelligence (Aimie) delivers predictive analytics and automated solutions that are more effective than traditional manual or ERP-driven solutions in difficult times. It is available in 8 languages and has customers in more than 85 countries. This application is used by multinationals and small businesses of all sizes.

To grow and develop their businesses, emerging equity- and event-focused hedge fund startups and established funds require an investment platform that is flexible, scalable and reliable. Eze Eclipse™, an investment platform that was born-in the cloud, facilitates your entire investment process through a single secure platform via a web browser interface. Optimized order routing, pre-defined allocation strategies, on-the fly allocation tools, key data summaries, and optimized order routing make it easy to trade efficiently. Request short locates from connected prime brokers to leverage those rates in your trading workflows. You can monitor your portfolio, benchmark, individual security performance, and other historical data. You can leverage extensive real-time market, P&L and exposure position monitoring capabilities. With pre- and after-trade compliance checks, manage investor mandates and industry regulations. Connect with top-tier prime brokers, custodians and fund administrators to ensure data flow at both the start-of-day (and end-of-day) levels.

Global Fund Solutions understands the goals and needs of our Hedge Fund clients. We developed a solution that allows fund managers to concentrate on what is most important to their clients after three years of research and continuous beta testing. Users can manage client information and allocate funds while simultaneously keeping track of complex and comprehensive information about a variety of investment strategies and securities. Access and mobility are essential in today's global financial industry. Global Fund Solutions allows users to securely access their data while on the move or in the office. We can help you manage small funds or large portfolios of assets. We invite you to find out more. The Transfer Agency module is your one-stop solution for managing detailed information about specific partners.

IRSLogics is the oldest and most trusted professional tax resolution software. We have been in business for over a decade and use our knowledge to improve our products and services based upon the needs and reviews of our customers. Logics places customer service first. We have a dedicated support team that will listen to your concerns and resolve your queries at no cost to ensure you receive uninterrupted service. IRSLogics is entirely web-based and doesn't require any setup. Logging in is easy from any device, from any place. Only one requirement is an internet connection. Call 312-957-8979

Quantifi provides risk, analytics, and trading solutions to the global financial markets as well as the commodities industry. Quantifi is trusted worldwide by the most sophisticated financial institutions, including five out of the six largest global banks, two out of the three largest asset mangers, leading hedge funds, pension funds, and other market participants, including one of the biggest global commodity firms. Quantifi's integrated framework provides accurate analytics, comprehensive risk management and cross-asset trade, front-to back operations, position management and market, credit, counterparty, liquidity risk management, margining and regulatory reporting. Quantifi's latest technology innovations allow for new levels of usability and flexibility. This results in a significantly lower time to market, lower total costs of ownership, and significant improvements in operational efficiency.

Eze Investor Accounting makes it easy to manage all aspects of back-office fund accounting without relying on spreadsheets. Eze's specialized fund accounting program, Eze Investor Accounting (formerly Penny), is a reliable software that manages hedge fund back offices, fund managers, private equity shops, and other wealth management needs. Eze Investor Accounting makes it simple to calculate complex management and performance fees, manage tax processing, and create investor statements and monthly reports.

All you need to grow your business and improve your investor relationships is one portal. Hedge fund managers will benefit from smart analytics, file sharing, and marketing tools. FundPortal was designed for today's fund manager. Streamline your workflow and delight your clients with FundPortal. Intelligent CRM for hedge funds helps you identify and manage clients. A customizable client portal that can easily be accessed from your website will maximize your marketing efforts. You can delight and retain investors by providing analytics that cover a variety of metrics to show how you beat S&P 500.

Integrating transfer agency solutions with automated dealing and share register features to global fund managers and administrators. Global fund managers and administrators can benefit from an integrated transfer agency solution. Our intuitive, responsive, and fully integrated portfolio management platform allows for easy scaling of business with confidence. It facilitates the efficient processing of subscriptions redemptions and transfers as well as updating investor register. The client Investor Portal offers high levels of automation and integration with third-party products such as Calastone, EMX, and World-Check. All key output dealing, valuation, transaction statements and distribution advices are produced automatically. All portfolio information and documents can be synced immediately or as often as required.

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

Centerprise's Enterprise Management System (EMS), is a comprehensive, firm-wide solution that caters to the alternative asset management industry. EMS provides a seamless business solution that includes order and execution management, real-time and historical P&L reporting, performance attribution and market risk. It also covers compliance, commission, and other functions. EMS can be customized for each client and is ideally suited for managing both a small hedge fund and a large alternative investment firm. All functional and departmental views are derived directly from the same data source. This allows seamless transitions between historical reporting and real-time reporting. Integrated from front to bottom and top to bottom, reducing operational risk and streamlining costs.

Portfolio monitoring solution with custom dashboard and analytics. Custom dashboards and centralized deal pipeline. Advanced Business intelligence tools integrate with fund administration and LP management. DAVIGOLD, a Fintech start-up, invests heavily in R&D (45%), and develops the most innovative Private Equity software. DAVIGOLD is the biggest challenger in the development of "all-in" Private Equity software. This has been proven by its unique and innovative PE solutions that have been adopted by more top-tier Private Equity houses.

FundStudio's real time operations and reporting platform, outsourced managed services, and outsourced managed service provides complete knowledge about fund and managed account conditions. This is useful for hedge fund managers, CTAs and asset managers as well as family offices. Capture orders and trades using realtime FIX, uploads or programmatic API. Allocate orders to accounts, strategies, and more. Implement compliance rules, such as asset-class restrictions or position limits, or complex programmatic rules like leverage bias. Real-time intraday P&L. Multiple views of aggregated or sliced-and diced data can be defined in real-time "pivot table" mode. All cash movements, including trade settlements and margin, coupons, principal, can be managed. You can also run cash projections. Shadow your fund administrator to produce NAV at master-fund level and associated feeder funds.

One Solution to All Your Asset Management Technology Needs. We are a financial technology and service provider that provides integrated, multi-asset classes workflow solutions to Asset Managers. Our Mission is to simplify the investment process. Our solution seamlessly integrates front, back, and middle-office solutions tailored for a wide range of financial firms, including Hedge Funds and Asset Managers, Family Offices and Prime Brokers. Nirvana allows clients to consolidate disparate data across multiple counterparties and multiple accounts, as well as multiple asset classes, all from one easy-to-use platform. Our solution also includes a back-office and middle-office service that we provide to our clients to help them manage these tasks. Asset Managers and Asset Owners are able to manage complex portfolios with one view thanks to customized dashboards and integrated compliance. This allows for confident decision making.

In a matter of days, you can create a multi-asset platform. No need to have separate terminals that provide standalone analytics. MetaTrader 5 is the only platform that allows you to combine different markets into one platform. It also gathers general statistics and gives you full control over all funds. These capabilities can help you win the trust of existing and potential investors.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.

FXCM is a leader in online foreign exchange trading, CFD trading, and related services. Our focus is on customers. We believe that specialised expertise, attention and follow-through are important aspects of all our interactions. The company was founded in 1999 and aims to provide global traders access to the largest and most liquid market in the world. It offers innovative trading tools, excellent trading educators, strict financial standards, and strives to offer the best online trading experience. Clients can trade from real-time charts and mobile trading with one-click execution. FXCM also offers FX trading education and trading tools, proprietary data, and premium resources. FXCM Pro gives retail brokers, small hedge funds, and emerging market banks access wholesale execution and liquidity.

We offer data to support your workflow, analytics that will help you outperform, as well as insights to give perspective. FactSet assists over 6,000 financial service firms with their most pressing problems, including optimizing technology costs, creating integrated workflows, mitigating risks, and creating efficient data governance within an organization. Our comprehensive data feeds, web and mobile analytics, and white-glove customer service transform the way investment professionals discover, decide, then act on opportunities.

Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.

Software platform used by venture capitalists, investment bankers and funding consultants to raise capital. It includes a database of 227,000 investors that can be searched, a CRM for managing the deal pipeline, Pitch Deck hosting, Investor Updates, and Email tools to manage investor outreach, as well as a Virtual Data Room for due diligence. Companies have raised $17 Billion through this platform.

You can automate your risk management, increase your portfolio protection, test trade ideas, and automate your daily tasks. All this is possible with one platform. Automate your business growth, organize client information, comply to regulators, and prepare recommendations in a fully-automated fashion. Automate workflows to grow your business, integrate liquid or illiquid investments, streamline family reporting, and more We are the leader in investment workflows. Our platform integrates with our powerful, forward-looking risk engine and allows money managers to create their own custom investment workflows. Our workflows save clients valuable time by automatically organizing, analyzing, and securely distributing portfolio reports and alerts. You can protect your investments with more precision: Our powerful calculation engine is capable of analysing portfolios that range from simple equities to complex multi-asset, short portfolios. Simulate thousands of forward-looking portfolio outcomes in just seconds

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management.

Trust grows when work flows. With Financial Services Cloud and Slack, you can collaborate in real-time, instantly share insights, keep compliance, and make faster, smarter decisions from anywhere. To build stronger client relationships, empower senior bankers, analysts and compliance managers as well as group heads. Manage your pipelines, collaborate effectively across deal teams, leverage third-party data, ensure that information is shared with the correct people at the right times, and ensure that you have the right people in the right place at the right time. Transform your banking operations to be more responsive to customer needs and financial well-being. Empower employees to deliver seamless experiences across channels. With omni-channel engagement and agile product innovation, embrace the digital imperative of the industry. All of this is possible from one cloud platform.

Finaeo, a cloud-based digital assistant platform that is specifically designed for financial advisors, is available in the cloud. Finaeo Inc., a Toronto company, developed Finaeo. This AI-enabled digital assistant helps financial advisors streamline their processes and systems. Finaeo is equipped with enterprise-grade features that allow financial service organizations to have complete control over their back office administration, product mix, data, and client relationships.

Integration with other systems through gravity architecture to achieve digital transformation within organizations. For a quality business that is scalable and sustainable, automated, flexible and results-oriented processes are required. Integrated content management with processes to create and maintain large volumes structured, up-to date and reliable data. CRM 360 for customer and partner relationships: better management, greater sales, and greater retention. Real-time data analysis in charts and extractions - to simplify visual management, provide insight and support decision-making. Your other areas should be oriented towards a strategy that integrates procurement, marketing, IT logistics, legal and legal processes. Your administrative processes can be made more efficient, from purchasing to reimbursements, and your team's performance will improve. Automate your HR department to manage the entire process, from admission through dismissal.

Maximize financial visibility, profitability. Assess your business's health, improve financial controls, make timely decisions to drive agility, growth, and financial reporting. Integrate financials into core business processes to automate tedious and time-consuming tasks, increase user productivity, support evolving business models and maximize financial performance. Process automation, budget control, financial planning and analysis, as well as process automation, can help you reduce costs and optimize spending across different business geographies. With a chart of accounts that is based on rules and a service that does not require code configuration, you can quickly adapt to new financial and legal requirements. This allows you to simplify regulatory reporting, electronic billing, and global payments. Dynamics 365 Finance is helping customers optimize their financial operations.

platform provides a digital core which supports smart automation, innovation and transformation. Modules such as client records, messaging and deal management, payments and accounting, allow you to manage important business processes. Cloud hosted, open-source agile architecture allows you to deliver efficient operations. platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core is a fully integrated front-to back infrastructure that allows financial services to be delivered. Your business will be able to adapt and scale without sacrificing reliability thanks to cutting-edge technology. Financial Services are changing rapidly. From client requirements to market forces and technology, the speed and scale for change is immense. Providers that rely on legacy systems are in danger of losing their competitive edge, while those who are digitally-advanced gain a competitive edge by providing long-term and immediate benefits.

VeriTouch helps you to serve, solve and sell. VeriTouch, a vertical Customer Engagement solution built on top of Microsoft Dynamics 365 and optimized with industry best practice, allows financial institutions to put customer relationship management (CRM) at the heart of their digital transformation journey. VeriTouch consolidates information from the organization's digital channels and back-end systems. It provides a unified interface with standardized processes for serving customers efficiently. It also offers streamlined and tailored solutions that address customer concerns and needs. It also provides recommendations and guided sales tools to deliver relevant and differentiating offers to customers. VeriTouch Benefits; Improve Data Quality, Reduce TAT and Cost of Servicing. Improve Cross-sell Rate, Provide Single View Of Customer, Improve Sales Team Efficient, Reduce Cost of Client Acquiring, Improve Marketing Efficiency.

Meet the easiest residential mortgage CRM software. The key to growing your mortgage company. MyCRMDashboard allows you to offer more services per household. It integrates seamlessly with the most powerful mortgage marketing campaigns, allowing you to follow up with your contacts easily. Automated campaigns can be made easier with the mortgage CRM's easy-to-use interface. It generates mortgage leads, referrals, testimonials, and other information for loan officers. Three times more repeat business will be generated and you will receive five percent more referrals. You'll retain your customers for life while monitoring and measuring customer satisfaction. This is where it all comes together. This cloud-based, intuitive mortgage CRM allows Loan Officers to keep track of their database and automatically generate leads. You can easily record your activities and schedule follow-up actions immediately so that you don't miss a potential lead.

You can focus on your customer and grow your business. With a single, agile Swiss cloud platform, you can stay ahead of your customers. TLS and OWASP security recommendations are closely monitored as InvestGlass was originally designed for banking. An open API is a publicly accessible application programming interface that allows developers to programmatically access InvestGlass. We are cloud-native, and have a universal deployment plan. InvestGlass does not have a specific cloud provider. InvestGlass was built using agile principles. We add new features as soon as possible. Regularly, new features are added. Our team will provide exceptional service in French, English and Spanish. We also offer a variety of self-learning tools. You can learn new skills anywhere you are. All content is designed to help you grow. Our users have access to powerful tools that they can use right from their web browsers, making it easier than ever to create online forms.