With a background in financial planning and a passion for creating systems that help people make better choices, Craig realized there were large amounts of best practices during the financial sales process that would be better delivered through interactive self-help solutions, helping to save time and reduce errors. Many problems are not well solved using simply if-then rules, so Synaptio was founded to offer intuitive to learn solutions that use a range of knowledge represent techniques, and more resemble how a human expert actually solves problems.
COMPROSE's Zavanta is a cloud-based, all-in-one system for capturing, managing, and sharing operations knowledge. Employees have 24/7 access to everything they need to do their jobs better — high-level Processes and Policies as well as the Standard Operating Procedures and Tasks. Employees find... Read More
Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
Global RADAR is the leader in client onboarding, customer due diligence and transaction surveillance. We make it easier to open accounts in a secure digital environment while ensuring compliance with global regulatory requirements and leverage sophisticated analytics to ensure suitability of... Read More