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
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
Adopt new technology without disrupting your existing infrastructure. IT and users can co-create a context-aware, software-defined perimeter that protects and proactively addresses security threats across today’s distributed, multi-device, hybrid- and multi-cloud environments. Read More
WealthHub introduces your back office to your front office – and ensures that everyone understands each other perfectly. WealthHub combines state-of-the-art CRM with trust-specific business process management to deliver a unique platform for trust and family office administration. A cloud-based... Read more »
Now family members, clients, and advisors can access and interact with trust management information. Seamlessly. WealthHub Interactive Portal is the first online banking/brokerage portal designed specifically for ultra-high net worth entity and asset management. It enables clients, family... Read more »