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Juni

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Choose a financial management platform that speaks ecommerce. Lär dig mer om Juni
Juni is a financial management platform made for ecommerce, helping you make better decisions, scale up, and unlock the potential of your online business. Juni works as hard as you do. Reduce admin with a centralised overview of your finances and 2,400+ integrations. Save on heavy FX fees with multi-currency cards and accounts. Boost your margins with 2% cashback for your first 30 days, up to 1% after. And much more. Enable subtitles for information related to Mastercard Lär dig mer om Juni

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Automatisera dina kundbokningar, avbokningar, påminnelser och betalningar med hjälp av en mycket behaglig programvara för webbaserad schemaläggning. Lär dig mer om Acuity Scheduling
Spara tid och nå fler nya kunder när som helst, var som helst, med Acuitys fiffiga system för att boka sin egen tid. Så fort en kund har bokat en tid hjälper Acuity dig 24/7, systemet skickar automatiskt specialanpassade bokningsbekräftelser med ditt namn, skickar SMS-påminnelser, låter kunderna boka om sin egen tid och hanterar betalningar. Med Acuity fungerar din vardag smidigare. Anpassa individuella kalendrar för din personal och dina lokaler och ställ in besökstyper som får kunderna att komma tillbaka. Lär dig mer om Acuity Scheduling

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Den globala ledaren inom dokumentautomatiseringslösningar. Lär dig mer om Windward Core
Den globala ledaren inom dokumentautomatiseringslösningar. Designmallar, inklusive affärslogik, i Microsoft Office. Allt du behöver, från en omfattande SaaS- eller skrivbordslösning till sömlös integrering i dina CRM- eller anpassade appar. Lär dig mer om Windward Core

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Finario is the first capital planning solution for intelligent Capex decisions and accurate capital project forecasts. Lär dig mer om Finario
Finario’s capital planning solution provides the single source of truth required for intelligent Capex decisions and accurate capital project forecasts. Leading companies worldwide rely on our purpose-built cloud platform to secure and share this critical data for real-time financial process synchronization across the enterprise. Lär dig mer om Finario

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
En särskild programvara för finansiella tjänster för att effektivisera utlåningsverksamheten. Lanseras om över 90 dagar. Helt konfigurerbar funktionalitet. Lär dig mer om HES Lending Platform
HES FinTech utvecklar tekniskt smarta lösningar för automatiserad lånehantering och förbättrad inkassoverksamhet. Välj bland över 20 förbyggda moduler och låt HES anpassa programvaran efter din företagsvy. Lösningen är enkel att integrera med betalningsportaler, CRM och marknadsföringsverktyg. Systemet drivs med automatisering och kan leverera och uppdatera rapporter, analyser och statistik direkt, vilket eliminerar manuella fel. HES-lösningen kan sänka kostnader och tid per låneansökan samt mycket mer. Lär dig mer om HES Lending Platform

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
TreasuryView cloud platform enables businesses of any size to get a grip on financial risk. Lär dig mer om TreasuryView
Treasuryview cloud platform unites actual and planned currency exposure, debt, interest rate and currency hedges information and external market data into predictive analytics and treasury tasks automation capabilities, with core finance or ERP system integration option. Furthermore, we offer interaction capabilities with trusted bank advisor over the same data platform, helping corporates to meet banking objectives faster than before, at lower cost. Lär dig mer om TreasuryView

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
Over 26 million businesses choose PayPal to power their online payments both home and abroad. With easy setup, world-class fraud and seller protection tools, youll be able to reach more buyers and driver higher sales with PayPal. Whether youre selling on your own website or on marketplaces or via social media you can receive and send payments anywhere in the world with your all-in-one business account for online payments 24/7 Fraud Protection - Easy Integration - Global Expertise Lär dig mer om PayPal

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases.
Mobile-based social commerce platform that enables users to carry out money transmission across all types of purchases. It helps with managing bookkeeping and receiving customer insights. Payments can be made through the app and in-person via a QR code. Retailers can create a business profile to simplify checkout and appear in the Venmo's customer feeds. Customer loyalty is enhanced by the possibility of implementing targeted rewards and cash back experiences. Lär dig mer om Venmo

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Financial services accounting software—the 1st and only preferred provider of the AICPA.
The #1 accounting software for more than 850 financial services firms that collectively manage more than $1.4 trillion AUM. Learn more about Sage Intacct, the cloud financial solution that’s ideal for financial services firms like yours. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated multi-entity financials. Lär dig mer om Sage Intacct

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Upptäck SAP S/4HANA Cloud, ett komplett ERP-system med inbyggd AI och maskininlärning.
SAP S/4HANA Cloud är ett komplett system för företagsresursplanering (ERP, Enterprise Resource Planning) med inbyggd intelligent teknik som AI, maskininlärning och avancerad analys. Det hjälper företag att anta nya affärsmodeller, hantera snabba verksamhetsförändringar, organisera interna och externa resurser och utnyttja den prediktiva kraften i AI. Dra nytta av en tät, inbyggd integrering mellan processer, ett utvecklat branschdjup och en stabil minnesbaserad datamodell. Lär dig mer om SAP S/4HANA Cloud

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Spendesk is a 7-in-1 cloud SaaS spend and financial management solution for scale-up and enterprise businesses.
Spendesk is a cloud SaaS spend and financial management solution for scale-up and enterprise businesses. Built by finance experts for finance teams, it gives CFOs and accounting firms real-time data about company spend, payments, transactions, and purchase orders. Create instant reports and get a complete spend overview any time you need - without waiting for credit card receipts and expense claims. Trusted by over 3,500 companies, Spendesk helps businesses everywhere spend smarter. Lär dig mer om Spendesk

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Boost sales team productivity 4x with our top-rated Power Dialing and Sales platform. Blend phone/email/SMS and close deals faster.
Power Dialer software helps financial service agents talk to more prospects in less time. Top features. Easy to use. No contracts! Try it FREE without a credit card. Lär dig mer om PhoneBurner

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Sage 300cloud is an ideal business management solution for growing service and distribution businesses.
Sage 300cloud helps business manage their finance and accounting needs.The product takes the complexity out of managing business finances across borders, in multiple currencies and locations.Sage 300cloud is especially sought after by companies with complex corporate structures such as multi-entities, franchisees, and companies with an international subsidiary as it has strong GL consolidation features and can easily account for intercompany transfers automatically. test Lär dig mer om Sage 300cloud

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Finance for the way you work. Payments, cards, capital, and spend management all in one place. The only account you’ll ever need.
Brex makes it easy for founders, finance teams, and employees to spend smart, grow fast, and enjoy the ride. Payments, cards, capital, and spend management all in one place. The only account you’ll ever need. Lär dig mer om Brex

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Data-centric Fourth Era ERP with Embedded AI
Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human resources, it records and stores all your core business data on a centralized database. The application is more focused on the data, information and agility of the process, as well as being able to respond to a fast-moving and volatile business environment. Lär dig mer om Focus X

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
A SaaS payroll and leave app for Malaysian businesses.
PayrollPanda Sdn Bhd is a Malaysian SaaS company that focuses on providing world class HR cloud applications. Our flagship product is PayrollPanda, an online payroll app that caters especially for Malaysian SMEs. Our online software allows business owners and HR managers to run LHDN approved payroll in just a few clicks. Our aim is to make payroll simple and quick, and our user-friendly interface makes it easy for anyone to run payroll. Lär dig mer om PayrollPanda

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
ECM solution that combines integrated document management, business process management and records management.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content. Lär dig mer om OnBase

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Software to help you guide clients through taxes in retirement. Show and guide clients how to make tax-efficient retirement decisions.
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. Easily show the tax impact of different plan decisions. Compare different withdrawal strategies on-screen and save and communicate the results with clients. Lär dig mer om Tax Clarity

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Sales Acceleration Platform for the world's largest Financial Services Institutions.
Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It solves for frontline personnel, sales managers and business leaders through mobility, insights and industry playbooks. 60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions. Lär dig mer om Vymo

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Lär dig mer om Total Expert

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Corpay's payment solution enables AP teams to pay all vendor invoices, regardless of payment type, in a single, automated workflow.
Corpay Payment Solution is a payables automation solution that streamlines all your invoice payments into a single digital workflow, across multiple locations, bank accounts, payment methods, and approval hierarchies. When it's time for a payment run, you submit and approve payments in our software, then Corpay pays vendors according to their remit-to instructions and in their preferred method. We manage payment data for all your vendors and proactively reach out to resolve unprocessed payments. Lär dig mer om Corpay

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Agile financial management software with accounting, consolidation automation, multi-dimensional reporting, forecasting and budgeting.
AccountsIQ is affordable and agile financial management software for mid-size and group companies. Voted Accounting Software of the Year two years running. Ideal for businesses who've outgrown their existing system but don't want the expense and complexity of a ERP solution. Streamline processes, automate consolidation and speed up reporting with accounting automation tools and integration capability inbuilt. Close month end quicker and get real time financial insights across your business. Lär dig mer om AccountsIQ

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Plaid is the easiest way for users to connect their financial accounts to an app.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Lär dig mer om Plaid

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
IRIS CRM is a premier sales automation software company serving clients that focus on sales. Expertise stems from payments industry.
IRIS CRM is a premier cloud-based business management system servicing clients in the payment processing industry. IRIS CRM was created as an ERP for agents, ISOs, and banks looking to consolidate their day-to-day operations into a single tool. IRIS CRM features include residual income calculations, merchant onboarding, lead and account lifecycle tracking, integrated Outlook and Google, and a transaction reporting dashboard for a growing list of compatible processing networks. Lär dig mer om IRIS CRM

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
An intuitive and powerful automation tool for importing, exporting and deleting transactions & lists into QuickBooks.
Eliminates manual data entry of CSV, XLS, XLSX file transactions, and edit/delete QBO transactions. Effectively manage all bulk QBO actions thereby completely eliminating any manual bulk job. You can choose to Update/ Overwrite/ Duplicate existing QuickBooks transactions with file data. Ability to un-do import changes. With bulk Import/ Delete/ Export, you have a comprehensive toolset to do any sort of QuickBooks bulk operations.Take advantage of our free premium support. Lär dig mer om SaasAnt Transactions

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
MetaTrader 5 platform offers a turnkey solution for mutual funds, prop trading, and investment companies right out of the box.
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the combining of different markets within a single platform, the gathering of the general statistics, while it also enables full control over any number of funds. Ultimately, such capabilities can assist in earning the trust of potential and existing investors. Lär dig mer om MetaTrader 5

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
The Probe42 platform is the largest platform in India, providing in-depth information on all private companies from across 700+ sources
India’s #1 Corporate Information Platform : Probe42 Get access to up-to date information on ANY AND EVERY company in India. Over 15 lakhs. Includes information from over 700+ public information sources on these companies including MCA, all court records, all tribunals, credit rating, defaulter, etc Can be accessed through your browser or mobile. Easy to use and simple sign up process. Probe42 Benefits: Increase Sales Reduce Receivables Benchmark Business Mitigate Supplier Risk Sign-up Lär dig mer om Probe42

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze.
Make navigating your digital and in-person channels a smoother process for customers, members, and staff. Coconut’s appointments, queuing, and video banking platform makes connecting with your institution a breeze. With Coconut’s self-serve tools, customers and members choose when and where they engage your team in just a few simple steps—no lineups or call queues necessary. Lär dig mer om Coconut Software

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate.
ScaleFactor is the smart accounting and finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. Request a free demo today! Lär dig mer om ScaleFactor

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. Lär dig mer om emX

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Quadient helps companies create unified customer communications for digital & print channels managed from a single, central platform.
Quadient is the driving force behind the world’s most meaningful customer experiences. Quadient Inspire helps companies create nimble, effective, and unified customer communications for all digital and print channels, managed from a single, central platform with simple drag and drop layout design, to deliver a complete omnichannel customer experience that spans the entire customer journey. Lär dig mer om Quadient Inspire

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
B4B Payments provides smart and flexible payment processing solutions, which enable any size organisation to manage expenses, simplify
B4B Payments provides forward-thinking payment processing solutions, which enable any size organisation to manage expenses, simplify payroll, reimbursements, and offer employee rewards and incentives. With over 1,000 customers and growing, B4B Payments, voted the Best Prepaid Product of the Year in 2019, operates throughout Europe and North America. Lär dig mer om B4B Payments

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
The premier savings, loan, and pooled investments for managing 65+ diocese parish finances for over 22 years!
DLS Financials will add the ability to manage savings, loan, and pooled investment sub-accounts for your diocese parishes and interface with all of these other main Accounting System shown. Manage accounts by entering transaction, printing statements, letters, emails, invoices, as well as providing an online portal for them to view those accounts. Then use the transaction export to send those transactions to these other main accounting systems through GL and AP accounts. Lär dig mer om DLS Financials

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it.
Cledara lets you know exactly what's going on with software spend in your company at all times and finally take control of it. Cledara helps you manage all things software in one place: from purchasing to management and cancellation. Cledara is what companies use to scale their operational processes, comply with regulations and save money. Lär dig mer om Cledara

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Automates transactional datasets, converting complex financial data into an easy to understand, accessible, and reconcilable format.
Kani exists to tackle some of FinTech's hardest challenges within the Payments industry. BIN sponsors, challenger banks and other FinTechs are using kani to do weeks' of transaction reporting and reconciliation work in seconds. Our SaaS platform consumes large financial datasets and takes all of the complexity out of interrogating this data, enabling reconciliation and regulatory reporting in minutes - from automated reconciliation and streamlined compliance, to report building. Lär dig mer om Kani

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Sales and use tax system product suite that offers sales tax policy configuration, calculation, remittance, and filing.
Indirect tax is a software suite of products that were specifically made to help small to large companies with all their tax responsibilities. The products offered in this suite focus on supporting companies manage their sales and use tax, VAT and GST. These factors are managed with the following four products: Determination software, which determines and analyzes, Indirect Compliance software that helps with the management, Fast Sales Tax software focuses on compliance and lastly, the Certificate Manager software that validates, tracks and governs exemptions certificates. Lär dig mer om ONESOURCE Indirect Tax

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
SunSystems uses a unified ledger to hold all financial transactions in a single, integrated transaction set.
SunSystems® delivers all aspects of accounting management, including nominal ledger, payables and receivable ledgers, cashbook, multi-currency, and multi-dimensional analysis from one single source. Thanks to SunSystems’ inherent flexibility, organizations can meet evolving accounting and reporting requirements. It captures detailed data directly at the source and allows you to see performance up close by breaking transactions down to their individual details with user-definable analysis codes. Lär dig mer om Infor SunSystems

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
SnapAP cloud-based application offers complete Procure-to-Pay digitized workflow, from requisition to strategic payment management.
SnapAP's innovative Purchase-To-Payment software platform can be adopted both on-premise, or remotely via the cloud. Over 50,000 companies using SnapAP worldwide. And within the past 2.5 years, we have successfully processed $2 Billion of invoice payment transactions for our clients located in Canada, USA, Africa, the Middle East and Australia. The SnapAP travel expense module has reimbursed $30MM of employee expense invoices via SnapAP's direct American Express integration. Lär dig mer om SnapAP

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Highly configurable Loan Origination Solution that accelerates growth while improving the financing experience.
MeridianLink DecisionLender, formerly TCI DecisionLender is a highly configurable & intuitive loan origination solution built with automotive, powersport, solar energy, home services and merchant and lifestyle financing companies in mind. Designed with today's latest technologies, DecisionLender seamlessly integrates with all major dealer portals, provides real-time reporting, and automates the lending process. Lär dig mer om DecisionLender

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
TOGGLE AI varnar dig för vad som kan påverka ditt portföljinnehav.
TAPPEN skapar lika villkor för aktiva investerare genom att placera verktyg för hedgefondsvärdering inom räckhåll för alla investerare, inte bara de professionella. TOGGLE Copilot är en smart instrumentbräda för portföljer som är tillgänglig utan kostnad. Omfattar värderingar, momentum, tillväxt och mer, få dagliga varningar om hur förändringar i dessa mått och data påverkar dina värdepapper. TOGGLE Pro är en komplett svit för yrkesmänniskor. Från datavetenskap utan kod till AI-genererade investeringsinsikter – missa aldrig en möjlighet igen. Lär dig mer om TOGGLE

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Ivalua provides a market-leading solution that Procurement can leverage to both secure compliance and bring more value to the business.
Procurement and Supply Chain Management in Financial Services In the last decade, financial regulation has grown tremendously with restrictive capital requirements, stricter risk management obligations and new data privacy laws. Abiding by this broad regulation corpus is not an option anymore, failing to do so jeopardizes the core business. Lär dig mer om Ivalua

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Innovative and compliant digital interaction technology for financial institutions to humanize remote customer interactions
Innovative and compliant digital interaction technology used by the world’s leading financial institutions to humanize remote onboarding, acquisition or advisory. With Surfly, banks and credit unions can quickly enable compliant collaboration via co-browsing, video chat, and e-signing across the websites, portals, or apps that already make up the digital journey. Surfly is fully customizable, and works on any device and platform, instantly—no software to download and no code to add. Lär dig mer om Surfly

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Provides comprehensive data on the private and public markets including companies, investors, funds, investments, and people.
Provides comprehensive data on the private and public markets including companies, investors, funds, investments, and people. Lär dig mer om PitchBook

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
ORYX Plan is a financial planning and forecasting solution, part of an integrated suite from Accountagility that reduces operating cost
Accountagilitys financial planning and forecasting solution enables full end to end automation of all your planning activities, freeing up your valuable resources. With full drill-down analysis, reporting and a powerful business rules engine at your fingertips. Lär dig mer om ORYX

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Synario is a financial modeling platform offering transformative intelligence that helps visionary CFOs achieve clarity and consensus.
Every organization has a list of financial drivers that can alter their organization's trajectory. Creating a financial plan requires a deep understanding of the relationships and impacts of those drivers. Synario connects your key drivers directly to your financial future. You can easily configure new scenarios, allowing you to visualize prospective outcomes instantly. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations. Lär dig mer om Synario

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
The smartest, most cost-effective financial data aggregation & verification solution.
Bring verified banking to every business transaction. Know instantly, using better data to make better decisions. Add flexible pricing - where you only pay for services when you use them - and IBV stands apart as a right-sized solution for your loan originations. IBV has access to over 8,800 financial institutions in the US and Canada. We process and report on billions of transactions for consumer lending and credit companies, business lenders and mortgage and loan providers. Lär dig mer om Instant Bank Verification

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
A free management solution for companies. A platform that guarantees faster, simpler operation and without bureaucracy.
MarketUP is a complete management platform that aims to contribute to the growth of small businesses, which is why it is helping to change the profile of Retail in Brazil. Its free technology and creates a shared value system that empowers entrepreneurs and ensures greater efficiency, productivity, and competitiveness With the software it is possible to automate all the processes of a company and have several tools to contribute to the management of the business. Lär dig mer om MarketUP

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing. Lär dig mer om WebVision

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Airwallex is the business account built for global businesses. Create foreign currency accounts and cards with ease.
Airwallex is the business account built for global businesses. Your account comes standard with features like multi-currency business accounts, so you can collect and hold money in over 11 currencies while avoiding double conversions. Issue virtual debit cards for you and your team in seconds. Transfer money internationally in up to 23 different currencies, without the excessive fees and transfer wait times. Integrate with our API to improve your platform product offering and scale your business Lär dig mer om Airwallex

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys
Leading Open Banking / Open Finance platform serving 250+ companies in Europe from major banks to fintech startups.
Budget Insight is a leading Open Banking Platform trusted by 250+ European banks & insurances, fintech, and software vendors. Budget Insight's single API offers four products to build disrupting financial services and experiences: - Pay: embedded pay-by-bank flow for online payments (PIS) - Bank: bank account data for individuals and businesses (AIS) - Wealth: debts & assets financial data for wealth management - Bill: invoice, KYC/KYB documents for accounting & lending Lär dig mer om Budget Insight

Funktioner

  • Riskhantering
  • Efterlevnadskontroll
  • Kundengagemang
  • Prestationshantering
  • Kanalhantering
  • Rapportering och analys