Details

Last Funding Type

Series B

Last Funding Money Raised

$12M

Industries

FinTech,Mobile,SaaS,Wealth Management

Founded date

Jan 1, 1998

Number Of Employee

11 - 50

Operating Status

Active

A Platform for Digital Banking
Innovative banking applications built on a secure, compliant and highly available platform, integrates applications, data, services and workflows.

Seamlessly enables banks & Credit unions to access best of breed applications and services without the hassle of application integration and workflow reengineering..

Simply deploy innovative technology to serve customers, employees and partners.

Mobile wealth management & Financial Planner app to facilitate conversations with prospects and customers about their financial goals and needs. With a combination of compelling simulations and rich interactivity, it makes discovering aspirations and issues fast and entertaining, integrated with The Investment Proposal mobile app offers innovative and comprehensive support to the investment proposal process and cycle based on model portfolio asset allocation methodology by allowing Financial Advisors to manage all steps of a regulated investment portfolio proposals anytime, anywhere.