Operator of retirement wealth planning platform intended to help investors successfully navigate the second half of their financial lives. The company's platform offers self-invested personal pensions (SIPPs) and small self-administered schemes (SSASs), thereby helping financial advisers and their clients in providing the means to administer pensions, savings and investments in a cost and tax-efficient way.
UBS is a global financial services firm and the world’s largest wealth manager, offering wealth management, investment banking, asset management, and personal and corporate banking services.
Provider of investment management services catering to the financial industry. The company provides personalized investment services, discretionary portfolio management, private clients, charities, professional intermediaries, wealth planning, retirement planning, pensions and other various services, thereby aiming to protect and nurture the wealth of the clients.
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 financial software catering to the asset management industry. The company's services include CURO implementation, data migration, technology adoption audit, technology strategy support, business process design support, data quality management and business intelligence support service.
Developer of flexible, cloud-based and on-premise enterprise software intended for global manufacturing companies across automotive, life sciences, consumer products, food and beverage and high-tech and industrial manufacturing industries. The company offers a wide range of services including enterprise resource planning (ERP), demand and supply chain planning (DSCP), global trade and transportation execution (GTTE) and quality management system (QMS), thereby helping clients rapidly adapt to change and innovate for competitive advantage.
Santa Barbara, United States of AmericaSoftware & SaaS
Provider of vocational training services intended for public and private sector organizations. The company offers training in accountancy, business administration, insurance, customer service, financial, mortgage advisory services, team leading and management, enabling individuals and companies to unlock their potential and make skills work for them.