Talent management platform for higher education and K-12 HR teams.
Custom quoteApplicant Tracking System (ATS)Human Resources (HR)
Faculty Management Software
Platforms for managing faculty information, evaluations, and workload.
Faculty information and tenure management platform for higher education.
Tiered plansHuman Resources (HR)Higher Education ERP
Educational intelligence platform for higher education providing assessment, accreditation, faculty activity, and institutional effectiveness tools.
Custom quoteAI for EducationEducation Management Systems
RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Client onboarding and data gathering platform for advisors automating forms and client data collection.
Client portal and data aggregation platform for wealth management firms to engage clients holistically.
Modern custodial platform for RIAs with trading, billing, and performance reporting in one interface.
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Social Security claiming and retirement income planning platform for financial advisors.