Developer of financial software intended for wealth advisors. The company's treasury management software program streamlines financial advisors' workflows by providing a holistic view of their client's finances through data aggregation from other platforms, enabling customers to send payments, open accounts, and access integrations with custodians.
Developer of an integrated investment platform designed to manage personal investment accounts easily. The company's platform enhances value proposition, boosts retainment, and grows profits, builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences, enabling consumers to deposit and manage investments.
Operator of an online subscription platform intended to help merchants manage subscription products and membership services. The company's platform offers sales and management tools that help e-commerce brands build brand loyalty, increase lifetime value, and promote sustainability in businesses, enabling merchants and shoppers to form long-lasting relationships with their customers.