Developer of business management and cash flow planning software intended to serve the financial advisory industry. The company offers tools for client relationship management, financial planning, client reporting, portfolio valuation, and the provision of advisor-led automated advice, enabling clients to reduce manual processes and improve efficiency.
Developer of a sales automation software. The company develops a sales automation software which helps in designing and developing market-driven products and services.
Marina del Rey, United States of AmericaSoftware & SaaS