PayIt is bringing governments and people closer together through our award-winning, digital platform. PayIt enables residents to easily access essential...

Integrations: 2

Partnership: 0

Infovisa

Document Management, Document Management, Portfolio Accounting

Infovisa is a leader in trust accounting software. We develop applications that let trust accounting professionals focus less on running...

Integrations: 1

Partnership: 0

Anvil

Document Management, Document Management

Anvil is a San Francisco, CA based software company that specializes in providing digital document management services. Our technology enables...

Integrations: 2

Partnership: 0

Conga

Document Management, Document Management, Security, Technology

Conga is the leader in end-to-end Digital Document Transformation. From collaboration and creation, through contract management and negotiation, to agreement...

Integrations: 1

Partnership: 0

Dadadocs | PDFiller

Document Management, Document Management

The DaDaDocs integration by http://PDFfiller.com is a complete online document solution for editing, managing & sharing docs within your Salesforce...

Integrations: 0

Partnership: 0

Arcus Partners

Analytics, Document Management, Document Management

Arcus Partners helps capital markets and other financial services companies – including independent investment advisors and institutional broker-dealers – gain...

Integrations: 1

Partnership: 0

Advisor360 | Commonwealth Financial

Analytics, Broker-Dealer Platforms, CRM, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing

The Advisor360° suite comprises Client360°, which integrates portfolio, trade, contact, document, and wealth management in what the vendor calls a...