The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access. Read More
Redi2’s Revenue Manager™ manages the fee billing process, including client setup, multi-currency fee, and accrual calculations, revenue reconciliation and invoicing. This assists our clients in streamlining their billing process. Revenue Manager features a state of the art technology,... Read More
Esker is a global cloud platform built to unlock strategic value for Finance, Procurement and Customer Service professionals, and strengthen collaboration between companies by automating the cash conversion cycle. Esker’s solutions incorporate AI technologies to drive increased productivity,... Read More
By Firm58, Inc
Firm58's Billing solution provides immediate visibility into revenue streams, improves transparency and customer satisfaction, and automates and expedites full-cycle billing activities. Automated bill calculation, cost-plus billing, bill generation/presentation, and collection and payment... Read more »
By Firm58, Inc
Firm58's Profit Analysis solution calculates daily net profitability and provides permission-based online dashboards to help clients gain insight into margins, liquidity and income analysis. Automate analysis of variable and fix-cost trade activity and understand profitability drivers. Read more »
By Firm58, Inc
Firm58's CSA/Soft Dollar solution allows clients to offer a high-value program to their customers and participants via a web-based, self-service interface. The solution automates client commission agreements, commission sharing arrangements, invoicing and payment workflow and is highly... Read more »