Since 2000, Maveric systems has been providing domain focused, platform driven, IT lifecycle assurance services to banks across UK, US and APAC. We are purely focused on the quality assurance space and bring to table diverse range of skills across requirements management, functional and... Read More
PaceUP Invest is the first holistic platform for financial education, planning and wealth building. Our goal is providing easy solution to financial wellbeing to our b2b clients with the use of AI and financial advisors for a hyper personalised experience. Our financial and non financial... Read More
goalgamiPro is a quick planning alternative to the 70-page plan, offering easy to understand one page reports. The tool is a perfect fit for advisors that are looking for a quick assessment tool with concise output to augment quarterly/semi-annual/annual investment reviews – goalgamiPro plans... Read more »
Strengthen client relationships and save time and money with the first financial planning app built natively in Salesforce. Now you can build, assess, and manage your client's financial plans all from the comfort of your CRM. -STREAMLINE your planning process-produce plans in minutes without... Read more »
ASI Client Acquisition Solution streamlines portfolio construction and proposal generation. This solution enables financial service providers and their advisors to deliver more personalized portfolios for their clients. ASI Client Acquisition Solution is used today by tens of thousands of... Read more »