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Time Tracker by eBillityStreamline your time tracking processes to enhance both efficiency and cost-effectiveness. The employee time tracking software is designed to monitor payroll, billing, productivity, and much more. With a focus on productivity and profitability, eBillity's Time Tracker was developed to make employee timekeeping straightforward for billing and payroll purposes. The platform offers flexible add-ons and customizable features, enabling you to adjust your account as your business expands. By doing so, you can minimize administrative burdens, boost accountability, and prevent time theft. This not only leads to increased profitability but also fosters stronger client relationships and simplifies tax preparation. You can analyze the effectiveness of your projects, employees, and clients with ease. Crafted with care, the software is user-friendly and provides precise billing and payroll for clients. Additionally, eBillity's time-tracking solution allows employees to log their time effortlessly from any device they have at their disposal, ensuring convenience and accuracy in tracking work hours. In a world where time is money, investing in such software can transform the way your business operates and thrives.
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SBS Banking PlatformSBS Banking Platform is a cutting-edge, cloud-native solution that provides financial institutions with the flexibility to scale according to their own needs, delivering seamless, digital-first experiences that can be accessed anytime, anywhere. Designed as a fully integrated, front-to-back platform, it fosters innovation across a variety of sectors, including retail banking, corporate banking, and neobanking. From digital and open banking services to deposits, payments, lending, and regulatory compliance, SBS Banking Platform equips financial institutions in the EMEA region with everything they need to stay ahead of the curve in an increasingly competitive market. By providing customizable solutions that align with the specific needs of each institution, the platform supports continuous growth and innovation. SBS Banking Platform is trusted by leading banks, earning recognition from industry giants such as Gartner, Forrester, NelsonHall, and IBS for its significant impact on the banking industry. Recent acknowledgments from Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS reinforce the platform’s commitment to excellence and its position as a leader in modern banking technology. By streamlining operations and enhancing customer experiences, SBS Banking Platform is driving the future of digital banking.
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Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
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CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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SorabanSoraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
What is Objectway?
An advanced, modular wealth management platform is now available in the cloud, meeting the increasing demands of the financial industry. With over thirty years of experience in product development, we empower you to address present challenges while strategically positioning you to take advantage of future possibilities as we help you visualize your growth trajectory. Our refined client management system enables you to execute daily operations more effectively, deliver superior service to your clients, and enhance your revenue generation. This platform provides a holistic 360° perspective on client data, encompassing investments, assets, relationships, a document repository, and tracking functionalities. By incorporating digital features, you can increase your conversion rates with potential clients and strengthen existing client relationships. The smart KYC capture system facilitates a smoother onboarding process by adapting to different client profiles, supported by an integrated AML scoring engine. By streamlining operations, you can proactively manage a larger client roster through multi-channel strategies, which ultimately elevates advisor productivity and optimizes operational efficiency. Additionally, this pioneering solution equips your business to navigate the continually shifting financial landscape, ensuring you remain competitive and responsive to market changes. With these features, your firm will be well-prepared to thrive in a dynamic environment.
What is IMiX?
IMiX is an enterprise-grade wealth management platform that delivers a complete front-to-back office solution for investment firms, wealth managers, asset managers, and financial advisory organizations. Built as a scalable Software-as-a-Service platform hosted securely in the cloud, IMiX supports multi-currency, multi-asset, and multi-tenant investment environments while maintaining real-time connectivity across all operational functions. The platform provides end-to-end client lifecycle management, including digital onboarding, customizable workflows, customer due diligence, KYC verification, AML compliance checks, and ongoing relationship management. Investment management capabilities include portfolio construction, portfolio rebalancing, trade order management, pre-trade and post-trade compliance monitoring, performance measurement, and comprehensive portfolio reporting. Financial professionals gain access to detailed dashboards that provide visibility into client portfolios, asset allocations, transaction histories, investment performance, and operational activities. The platform also supports critical back-office functions such as taxation management, transaction processing, settlement administration, corporate action processing, reconciliation workflows, and regulatory reporting requirements. Execution-only portal functionality and mobile application support enhance accessibility and client engagement across multiple channels. Automated reporting tools and customer communication features help firms deliver timely information while reducing manual administrative effort. Designed to accommodate growing businesses and complex investment structures, IMiX combines operational flexibility, compliance management, portfolio oversight, and client servicing capabilities within a single integrated environment.
Media
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Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Objectway
Company Location
Italy
Company Website
www.objectway.com/objectway-wealthtech-suite/
Company Facts
Organization Name
Investment Software Group
Date Founded
2008
Company Location
United Kingdom
Company Website
www.investmentsoftwareltd.com/imix
Categories and Features
Categories and Features
Popular Alternatives
Popular Alternatives
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