Docupace
docupace.com
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
ProcessMaker
processmaker.com
ProcessMaker is an American multinational corporation headquartered in Raleigh-Durham, North Carolina. The company's low-code intelligent automation platform empowers organizations to design business processes in seconds—no experience necessary. ProcessMaker effortlessly automates mission-critical processes, capitalizes on the next generation of AI-powered innovation, and unlocks the full productivity of your skilled workforce. The platform also offers a range of free trials to showcase ease of use and technical innovation.
Under.io
under.io
Under.io ~ Combine your sales and underwriting tools for a seamless merchant onboarding experience. Gather, verify, and export customer data easily. Create more customers with online forms, eSignatures, signer attachments, and underwriting tools built for sales teams on the move. Under.io will provide templates to get you and your team up and running within minutes. Start with lead and contact forms or utilize full merchant processing applications with mapped PDFs. Create a free account, upload your logos, and start creating more customers. Onboarding tools loved by sales, operations, and underwriting teams.
Footprint
onefootprint.com
Footprint unifies onboarding, identity verification, and data security. Onboard your customers without worrying about storing their sensitive data afterwards.
Markaaz
markaaz.com
Onboarding and monitoring your small business customers has never been simpler. With our easy-to-use APIs, DIY no-code offerings, and custom combination services featuring small business engagement options, we quickly and easily help you deliver real-time customer verification for onboarding and efficient business monitoring of more small businesses at a very competitive price point. Powered by the Markaaz Directory, our proprietary business information database of over 300 million global business records, 98% of which are small businesses, our always available data combines firmographic, business health, and reputation data for a truly holistic view of each company you want to verify, monitor, or onboard, 24/7/365. Join us at www.markaaz.com/enterprise/
Pega
pega.com
Pega is a powerful low-code platform that builds agility into the world’s leading organizations so they can adapt to change. Clients use our AI-powered decisioning and workflow automation to solve their most pressing business challenges – from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help people focus on what matters most, so they can meet today’s customer demands while continuously transforming for tomorrow.
Vestlane
vestlane.com
Vestlane is the leading fund onboarding and managing platform. Our mission is to be the driving transformation engine for all interactions in the private markets industry from fundraising, communication, workflows, data processing, and systems integrations. Our clients already raised over €5 Billion and onboarded over 3000 Investors (LPs) with the help of Vestlane. From Investor onboarding to Capital Calls, we are the all-in-one suite for fund managers.
Caruso
getcaruso.com
Caruso is an innovative enterprise software platform revolutionising private market fund management. Designed specifically for fund managers in real estate, agriculture, private credit, and private equity sectors, Caruso replaces fragmented legacy systems with a comprehensive, unified solution that serves as the single source of truth for their investor data, so they can manage all their fund operations effortlessly in one place - onboard investors, manage compliance, raise capital, issue distributions, and everything in between. Caruso now manages over $15 billion in assets across more than 400 funds and 27,000 investors. Notable clients include industry leaders such as Balmain, Marquette, First Mortgage Trust, and IP Generation, representing billions in assets under management.
Strise
strise.ai
Strise is the leading KYC Intelligence System, trusted by banks and fast-growing fintech businesses. Strise offers a system that automates KYC and operationalises regulatory changes at 100x speed. ⎮Review, onboard, and monitor your customers with confidence. Why Strise? ・Increase the speed and accuracy of your team's KYC onboarding. Onboard your customers at 10x the average speed, with better intelligence and audit-proof documentation. ・Focus on the right customers with continuous KYC and monitoring. Understand the changing risk profiles of your customers. Strise will notify you when changes happen. ・Adapt to regulatory changes at 100x speed. Adjust your team's workflow and the content of your KYC checks in seconds through Strise's unique no-code regulatory model system. ・Get unparalleled global company insights. Get a connected view of global company data and the context you need on your customers to support better decisions at scale. Learn more at strise.ai.
Velory
velory.com
With Velory, you can connect your entire IT ecosystem in one place. Finally have a unified view of your assets and streamline your IT lifecycle management, from the moment of purchase, through IT Asset Management, till the end of life of your devices.
Zenphi
zenphi.com
Zenphi is a no-code process automation platform built specifically for Google Workspace, empowering any user to easily automate and optimize their workflows. Minimizing time spent in custom code development and maintenance, zenphi enables optimum use of your team’s time to focus on achieving more across higher value tasks. Plus, being built on Google, for Google, and including over 80 thoughtfully developed integrations with Google and popular SaaS services, zenphi makes it easy to connect, streamline and enhance any process with automation and Intelligent Document Processing, with no code required. As an ISO 27001 certified and HIPAA compliant platform, zenphi provides the tools to transform productivity by turning hours of manual processes into set-and-forget workflows, zenphi unlocks greater opportunity for all areas of a business: Automate all Google Workspace administrative tasks in a matter of hours without needing to write code Relieve all team members of repetitive, mundane tasks and the risk of human error Reduce the time and cost to automate any process for any team Reduce reliance on the IT team for simple tasks, maintenance and updates Enable maximum time focused on high value tasks and projects that require a human touch Boost employee satisfaction, engagement and productivity. Limited by only your imagination, zenphi can be used to automate any business process for any department, including: Leave requests Expense approvals Employee on- and offboarding Document approval & digital signing Quote to invoice generation & approvals Automated system monitoring & alerts Automated data extraction & routing with IDP All Google Workspace Admin tasks Anything else! Make zenphi your team’s competitive advantage. It’s easy, and free, to get started.
Droplet
droplet.io
Droplet provides a software solution to eliminate paper documents and time consuming approval workflows. Built with school districts in mind but available to all! Digitize paper forms, add in multi-step approval & routing logic, collect e-signatures and keep all important documents in a secure location. Common use cases include: check request workflows, personnel requisitions, field trip authorizations, maintenance tickets, purchase requests to POs, reimbursements, and many more!
Integrify
integrify.com
Integrify, a PSPDFKit Company, provides workflow automation software that powers the business operations of some of the largest companies in the world. Integrify automates tasks and activities so employees can focus on real value-add work. In addition, Integrify improves the accuracy of critical processes and helps companies stay in compliance with organizational and external regulations.
Finpace
finpace.com
Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.
Checkboard
checkboard.com
Checkboard is your all-in-one compliance platform. Based in the UK, Checkboard offers Law firms, Conveyancers, Estate Agents, Landlords and Property Developers the ability to perform the most valuable AML, KYC, and Biometric ID checks. Allowing property professionals full autonomy as they can run them directly from the slick Checkboard platform and receive a comprehensive rated report on their clients within 15 minutes.
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