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Find 20 competitors in the Financial Services Software. Compare other SaaS such as BFile System, Seepath Solutions and infoMicroFin. These Salusion competitors have raised $20M and together serve more than 500.1K customers and employ over 94 team members.
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
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
infoMicroFin is a SaaS Banking Platform that delivers digital finance solutions for any financial Institution.
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
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
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
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.
Financial Services Software
Provider of a financial practice management platform intended to provide financial advisory services to their clients. The company's cloud-based online financial practice management platform offers proUGRU, a cloud-based fully integrated mobile software suite that helps to organize, connect and scale businesses in any industry enabling the clients improve relational intelligence by organizing and tagging clients for search.
Financial Services Software
BIGcontrols is a tax technology solution for corporate tax credits & incentives.
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
The honest 401(k). Helping employees keep more of their retirement savings.
Financial Services Software
The honest 401(k). Helping employees keep more of their retirement savings.
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
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
Knudge is a client engagement tool that helps financial professionals keep their clients on track with the things they need to do. Knudge provides an easy and repeatable process for managing client facing action items and sends timely reminders to help ensure clients get stuff done. By automating and optimizing the follow up process, Knudge empowers financial professionals to touch on more areas of their clients’ lives and develop deeper and longer relationships. Financial professionals that are using Knudge are appreciating tremendous time savings, more organization, and helping their clients get much more done in a timely manner.
Financial Services Software
EasyAppsOnline is A Broker's Everything Tool that provides a unified platform to deliver solutions for: - ACA Quoting - Level-Funded Screening - Benefit Enrollment - New Hire Onboarding - Life Events Administration We believe the success of your agency relies on the efficiency of gathering and processing enrollment data for your clients. EasyAppsOnline has all the tools needed to allow your agency to not only prosper with existing clients, but to help you expand your client list. More than one million enrollments have been completed on EasyAppsOnline, and we serve more than 5500 brokers across America. Our application system is powered by a comprehensive library of over 1900 applications, for enrollment in both core and voluntary products at the same time. EasyAppsOnline always offers FREE training and ongoing support. It is our goal to ensure your success with EasyAppsOnline. Additionally, we offer FREE custom branding and there is NEVER a fee for our enhanced reporting features. Request a demo today and see how EasyAppsOnline can help you grow your business.
Financial Services Software
Koinju is the ultimate data solution designed for the Web3 and tokenized asset industry. From trade processing to risk management, reconciliation, and reporting, Koinju offers a comprehensive suite of tools and services to support the financial management of crypto-assets using pricing methods compliant with current regulations and norms (BMR, FMV, IFRS13,...)
Financial Services Software
Built for diverse teams, Holisticly's employee benefits platform empowers people leaders to create high engagement, ROI-driving benefit programs.
Financial Services Software
Accord Systems, based in Atlanta, GA is the premier technology platform for the required Affordable Care Act (ACA) reporting. Despite the uncertainty that exists in our political environment, there will be compliance reporting (current or new) required for the foreseeable future. Accord has built a robust reporting platform, complete with sophisticated data integration, automation and audit tools that ensure accuracy (forms to employees and data to the IRS). We have also crafted multiple ways to engage with us, whether you just need help with year-end 1094/1095-C forms and IRS filing or need full service tracking in addition to forms filing. Accord is releasing a full self-service ACA tool for small employers to satisfy their ACA reporting obligations and remain in compliance. The easiest tool to use, with the most sophisticated ACA coding engine to ensure accuracy - forms-express is in beta testing now with full release in September 2017.
Financial Services Software
We've applied 90+ years of collective benefit administration experience to build the most intuitive, leading-edge software for enrollment and management of benefits in the market. Rapid implementation, precise data-management and a great employee UX built by people with benefits knowledge and experience. Depth to handle the most complex, large organization, but affordably scalable to the small-to-mid-market customer. Pre-configured EDI and carrier integrations, complex voluntary benefit logic (attained age, policy stacking), production blockchain data protection, embedded chat functionality, and much more of the latest or yet-to-exist tools in the online administration marketplace. Our technology and user experience was created for the needs of HR and Benefits Professionals today and will move with you in the future. Zevo runs on the most sophisticated data engine in the benefits administration space - allowing you to connect effortlessly with all of your vendors.
