Showing 1-10 of 14 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
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...
Sunwapta Penforms (0 Reviews)
Sunwapta PenForms is a secure, hosted web-based solution that offers the following benefits: - Forms: Includes all of the required OSFI forms (bilingual) with: intelligent forms technology supporting...
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...
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
Cadency Certification (0 Reviews)
Cadency Certification provides you an automated solution to verify the integrity of all financial statements through automated enterprise account reconciliations, balance sheet certification and variance...
Release Date: 01/09/2013
Version: 2.0
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
KYCsphere (0 Reviews)
KYCsphere Software-as-a-Service (SaaS) is first of its kind comprehensive Know Your Customer (KYC), Anti Money Laundering (AML) and Counter Terrorist Financing (CTF) application deployed on the secure...
Release Date: 01/02/2012
Version: 1.0