SuiteDash

suitedash.com

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

Copilot

copilot.com

Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot. Copilot was founded in 2020, raised a $10M Series A in 2022, and is headquartered in New York City.

Onehub

onehub.com

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.

Katapult

katapult.io

Katapult offers cutting-edge cloud solutions designed to empower businesses and developers worldwide. As the only B-Corp certified cloud provider, we deliver exceptional performance and reliability while championing sustainability.

Storj

storj.io

Storj DCS is secure cloud object storage for developers that's S3-compatible at up to 80% less cost. Try it free and see how you can start building on the decentralized cloud today.

LucidLink

lucidlink.com

Combining the ease of a local drive with the power of the cloud, LucidLink allows your team to collaborate and edit files instantly, securely and from anywhere with a single shared filespace. * Collaborate everywhere, instantly: Work together from anywhere. Access assets and project changes the moment they’re saved in your shared filespace. Do your best work wherever you are, tap into global talent and build a 24/7 collaborative workflow. * Instant access to shared files: Work on projects in real time, without the wait for downloads or syncing. Large files? No problem. Your media is instantly available, so you can pick up right where your teammates left off. * Unmatched security: With zero-knowledge encryption, centralized access management and SSO integration, your files remain completely secure –– only visible to those you allow to access them. * Seamless creative workflows: LucidLink works with the creative applications you already use so there’s nothing new to learn. From Premiere Pro and Media Composer to DaVinci Resolve and After Effects, easily collaborate using your favorite tools.

TierPoint

tierpoint.com

At TierPoint, we meet our customers where they are on the path to digital and IT transformation by leading with security, being cloud-agnostic, and always solutioning for business outcomes. TierPoint draws on a comprehensive portfolio of services, from public to private to multitenant cloud, from colocation to disaster recovery, security, and more.

Syncplicity

syncplicity.com

Easy to use, secure information sharing ecosystem for organizations, large and small, empowering teams to collaborate and service their clients creating peace of mind in the knowledge that the organization’s information is safe and accessible to them - anytime, and anywhere.

Uploadcare

uploadcare.com

Build file handling in minutes. Upload, store, transform, optimize, and deliver images, videos, and documents to billions of users. Uploadcare provides companies with simple, powerful, developer-friendly building blocks to handle file uploading, processing, and delivery. A complete out-of-the-box solution, built for engineers by engineers.

FutureVault

futurevault.com

Intelligent Digital Vault Solutions for Future-Ready Firms. FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. FutureVault is recognized as a 5-star WealthTech provider and a top 100 most innovative global WealthTech solution provider. * Featured FutureVault Use Cases (Below): Explore how leading financial services and wealth management organizations are using FutureVault to meet compliance, gain back office and admin efficiencies, deliver more value to their clients, and ultimately, save time and money. * Deliver a unique digital client experience: Drive engagement with families (and the next generation) by making it easier than ever to store, access, and manage their life's most important documents. * Automatically deliver documents to clients: Automatically deliver monthly statements, onboarding documents, tax documents, quarterly reports, and other critical documents to your clients via APIs and SFTPs. * Securely exchange and receive documents: Request, receive, and exchange documents securely with head office, advisors, staff, clients, family members, regulators, and trusted collaborators. * Automate and improve eSignature workflows: Save significant back-office and admin costs by automating onboarding processes and automatically delivering (and filing) e-signed documents. * Meet books and records compliance: Improve recordkeeping governance, streamline audits, and confidently meet books and records regulations provisioned by the SEC, FINRA, IIROC, OSC, and more. * Reduce and eliminate paper (work): Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good.

LedgerDocs

ledgerdocs.com

LedgerDocs is an innovative tech company focused on creating an environment for businesses, bookkeepers, and accountants to share, manage, and collaborate on their important accounting documents. Having been in the industry for almost a decade, they understand the workflow and process involved in providing exceptional full cycle bookkeeping and accounting services to clients, and they want to work with you to make this process as simple as possible.