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
With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust... Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
Artisan Software offers very cost effective, robust & flexible user controlled commission & fee processing software on a unified technology platform that in addition provides: • Electronic Interfaces to Clearing Firms, Funds, DTCC, IPS, & Custodians • Hosted Solution – No server or hardware... Read more »
Front Office Access . Commission Summary Graph . Commission Statement Review . Trade Summary Search and Detail Inquiry . Client Registration & Profile Inquiry . Client Contact Information Update . Document View & Image Upload . House-holding View & Update . Licensing Renewal & Carrier... Read more »