
Insurance Software
Developer of a wealth management platform designed to support both captive and independent advisor networks.. The company's platform is designed to consolidate client investment, life insurance and banking data into a single cloud-based platform where data is accessed through a sophisticated data access model and available to users through configurable web portals, enabling financial advisors, investment firms, insurance companies, banks and credit unions to maximize the revenue potential of their client relationships.
- Revenue
- $5.7M
- Customers
- -
- Year founded
- 1996
- Funding
- -
- Team size
- 27
- Location
- Canada













