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WealthConductor, LLC
Financial Services Software
SaaS, Retirement income plan management platform streamlining financial advisors' business
- Revenue
- $588K
- Customers
- -
- Year founded
- 2017
- Funding
- $410K
- Team size
- 3
- Location
- United States
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Founded 2014
Find 20 competitors in the Financial Services Software. Compare other SaaS such as WealthConductor, LLC, Sein Analytics and Advanced Technologies Research Group, Inc.. These PrimaHealth Credit competitors have raised $20.7M and together serve more than 500.1K customers and employ over 93 team members.
Financial Services Software
SaaS, Retirement income plan management platform streamlining financial advisors' business
Financial Services Software
Provider of a cloud computing platform for the analysis and portfolio management. The company helps in making investment in structured finance by bringing the SaaS data and analytics together to replace desktop tools, providing data from leading trustees of asset-backed securities and direct and up-to-date access to loan-level and deal level information.
Financial Services Software
Advanced Technologies Research Group dba Advanced Technology Group ATG is a North-American managed services, co-location and private cloud provider formed in 1995, and headquartered in midtown New York City. As a privately owned and operated firm employing more than 50 full time personnel we are deeply committed to serving the unique needs of the small to mid-market enterprises SMEs within healthcare, large retail, financial services, manufacturing and distribution vertical markets.
Financial Services Software
Pricing software for retail banks powered by machine learning. Clariti's SaaS solution can improve your mortgage or savings margins significantly.
Financial Services Software
Developer of a back office platform intended for financial market. The company's platform offers services like payment gateway, reporting, security model, integration process and other related services, enabling clients to access their platform for electronic trading and reducing operational cost.
Financial Services Software
HedgeFlows is the smart solution to manage international finances for SMEs. From simple payments to expert risk management. Integrate your accounting system with our platform to remove risks and complexities of trading in foreign currencies, improve profitability, and eliminate manual processes and errors. Our clients leverage their data from popular accounting, ERP or other systems and can turn any foreign currency invoice, sales or purchase order into a guaranteed amount in one's home currency with a single click - weeks and months before the payments are due. Founded by an experienced team that brings together financial markets expertise and the latest technologies, HedgeFlows is building new ways to trade internationally for customers who need them the most - small- and medium-size businesses looking to grow in global markets.
Financial Services Software
D2R-Collect is a pioneering FinTech product that’s on the verge of changing the entire landscape of credit and debt collection. A cloud-based SaaS application, D2R-Collect is already being used by a number of Accounts Receivable departments and Third Party Collectors with proven success. D2R-Collect is a SaaS, Web-Based solution that transforms the way organizations collect. There’s no installation required, and D2R-Collect integrates into existing systems and web apps for an experience that’s agile, and requires minimal training. D2R-Collect aims to bring the collections process into the high-tech 21st century. The application tracks and compiles all communications with debtors, and boasts features like VoIP, SMS texting, customized client views, and ERP and Legacy System integration. Our headquarters are at the exciting new IBM Innovation Center. We are thrilled to be rapidly expanding and are always innovating, so stay tuned to this page, follow us on our social media accounts, and feel free to get in touch if you'd like to speak more about D2R-Collect!
Financial Services Software
LinkedTrade is a leading SaaS Multi-Issuer Structured Products Platform that offers end-to-end automation for the design, pricing, trading and post-trade monitoring of structured investments. At the forefront of the digital transformation of our industry, we leverage modern technologies to offer our clients a digital access to Global Capital Markets with real-time pricing, real-time execution and portfolio analysis. We help to improve client services and we make investing in structured products fast, easy and cost-effective.
Financial Services Software
AssetVault provides digital legal and financial products (eWills, Insurance referrals and eTrusts) to financial institutions to help them better retain existing customers and acquire new ones. Our mission is to protect you and your assets-today and tomorrow.
Financial Services Software
Bankify is a technology company that unlocks digital banking opportunities by providing services that are driven by customer’s need for personalization, social impact and gamification. Bankify platform brings together everything that is required to build sustainable finances for customers. Open Banking and AI is used to personalize the customer experience and to combine customers’ ambitions with affordability.
Financial Services Software
At UploadOnce, our mission is enabling organisations to empower people to buy services instantly. Our multi-award winning platform helps finance, legal, tax, property, recruitment and education businesses remove the hassle of paperwork so customers can simply buy services. Only asking clients to review, approve and pay allows your organisation to do more business in more markets. Go to UploadOnce.com.au to see how you can make it easier for people to buy from you in seconds. Both state and federal governments agree, we are one of NSW's top FinTechs. We impact our community on four levels - in what we do for clients, in enabling our clients to help their network, in our revenue model and in how we do things internally. See how UploadOnce improves your customer's buying experience and stops you leaving money on the table at https://www.youtube.com/playlist?list=PLYsm9WloRyuyR-Ath2PVDm8pmL34JRfjQ What do you think of our vision for the future? https://invis.io/PK9HB25ZG
Financial Services Software
Salusion is a SaaS company focused on maximizing HSA tax savings for consumers and their employers.
Financial Services Software
Seepath Solutions implement business solutions in the Cloud using Software as a Service model (SaaS) realizing compelling business benefits for SMB as well as Enterprise Customers By partnering with Microsoft Online Services and Salesforce.com, Seepath provides SaaS Advisory Services, Business Process Review, SaaS Strategy, Technology Selection, Implementation, SaaS transition and on-going support. Seepath serves customers across industries - Financial Services, Banking, Telecom,and Media & Public Sector.Seepath is a Small and Minority Business Enterprise certified by State of NJ and DMBE Virginia.gov. (1) Build and Run the business on the Cloud using Force.com & Microsoft Technologies. (2) Implement CRM Business Solutions based on Microsoft Dynamics CRM & Salesforce.com (on-demand as well as on-premise) (3) System Integration and Remote IT Infrastructure Management (4) Management and Technology Consulting
Financial Services Software
An automated software system that scripts & guides a Licensed P&C insurance salesperson to have a conversation focused around liability coverage. The system will then take the gathered data a recommend a liability limit that will help protect what a customer Owns, Earns & Saves. This data is then used to have a Financial services conversation with that customer.
Financial Services Software
OnTrack has designed a digital retirement advice platform utilizing an automated, artificial intelligence based retirement planning application in concert with pay per minute micro-advice. The purpose is to provide ongoing, updated, independent, expert advice cost-effectively to the under-serviced mass market that has been orphaned by the traditional financial advice industry. OnTrack's hybrid platform will enable employers, banks, financial advisors, fund managers and/or insurance companies to deliver value added customized retirement planning to many more of their customers than is commercially viable today. The end user will have access to a user friendly and intuitive retirement planning application that enables them to dynamically plan, adapt and monitor their retirement to ensure they remain on track to achieving their retirement goals according to their unique circumstances, needs and goals. OnTrack brings the product, technology and investment frameworks developed by its fou
Financial Services Software
infoMicroFin is a SaaS Banking Platform that delivers digital finance solutions for any financial Institution.
Financial Services Software
Developer of financial modeling and simulation software designed to help investment analysts around the globe increase performance and accuracy of results in their everyday tasks. The company's software offers features such as financial modeling, analyzing, asset management, reporting and top-down visualization of investment performance for a real estate portfolio of any complexity and international scale, enabling financial market professionals to optimize their business processes.
