client-portals

(6)
Company
Communify gives financial data a plot
Ai · Fintech · Saas

Communify gives financial data a plot

Behind a useful financial story sits a less glamorous achievement: getting the records to agree. Communify is bringing market data, client information and AI into the same conversation.

financial-ai · wealth-managementRead →
Company
Narmada makes IT make sense
Saas · Enterprise

Narmada makes IT make sense

A server warranty is a technical detail. Replacing it is a business decision. Narmada gives managed service providers a way to connect the two.

msp-software · vcioRead →
Company
Moxo wants to retire the follow-up email
Ai · Saas · Enterprise

Moxo wants to retire the follow-up email

The company co-founded by WebEx veteran Subrah Iyar has moved from shared digital binders to workflows with humans and AI. Its real subject is the awkward interval between asking for something and getting it done.

workflow-automation · client-onboardingRead →
Company
Progress ShareFile and the $875 Million Paper Chase
Saas · Enterprise · Ai

Progress ShareFile and the $875 Million Paper Chase

The file was never the whole problem. Progress ShareFile built a business around everything that happens before a document arrives, and after somebody clicks send.

secure-file-sharing · document-workflowsRead →
Company
intelliflo wants to give financial advisers their week back
Fintech · Saas · Enterprise

intelliflo wants to give financial advisers their week back

The software behind thousands of advice firms is taking aim at the work after the meeting. Its customers show why fewer forms can matter as much as smarter financial forecasts.

wealthtech · financial-adviceRead →
Company
Dock
Saas · Ai · Enterprise

Dock

Ask Dock to create sales rooms, onboarding portals, playbooks, and more.

revenue-enablement · sales-enablementRead →