Showing 1-10 of 29 Results Worldwide

Pareto Platform powered by Microsoft Dynamics CRM (0 Reviews)
Fully Customized CRM Pareto Platform is a cloud-based CRM (Client Relationship Management) solution designed exclusively for financial advisors. After years of successfully consulting financial advisors...
Release Date: 15/07/2011
Version: 2.0
NAVInvest (0 Reviews)
NAVInvest is a vertical application delivered as an add-on to Microsoft Dynamics NAV for Investment and Portfolio Management Companies. The software provides an integrated front to back office solution...
Release Date: 31/12/2010
Version: 11.02.53
AMCoach (0 Reviews)
AMCoach, our Performance Management software, allows organizations to configure the application with their own skills, competencies or any other performance management system and will help management keep...
Global Corporate Manager (0 Reviews)
Global Corporate Manager is a legal entity governance and compliance solution. It helps large enterprises better manage their legal entities, the management relationships, ownership records, key...
Regulatory and Compliance Management Solution (0 Reviews)
The system supports the feature of permitting regulatory briefs to be easily downloaded and formatted for import into the solution. A schedule of review cycles is created and managed, annually, semi...
Release Date: 01/01/2010
Version: 2.2
WealthServ Investments (0 Reviews)
WealthServ Investments is a complete software solution for Mutual Fund Dealers in Canada. This web-based system helps simplify back office operations and keep brokers and regulators happy through quick,...
WealthServ RepVision (0 Reviews)
WealthServ RepVision provides Reps the tools they need to know more about their clients, do more business with them and grow their portfolio. RepVision is a progressive web portal that doesn’t change the...
Xpertdoc Content Auditor (0 Reviews)
Xpertdoc is a leading provider of document output solutions. Xpertdoc's product suite helps corporate users to streamline the process of document production while increasing productivity, speed and...
Budget Management Centre (BMC) (0 Reviews)
BMC empowers organisations to fully integrate their budgeting process with their planning and performance management reporting framework. Many organisations develop their budgeting as a separate process...
Release Date: 29/03/2012
Version: 1.0.1
CheckMate Collections (0 Reviews)
CheckMate Collections is a sophisticated software platform that automates business operations for the entire collection business process. The solution is tailored to meet the unique needs of third party...
Release Date: 14/01/2013
Version: 2