Top Marloo Alternatives

Fathom serves as a complimentary AI meeting assistant that swiftly captures, transcribes, and summarizes meetings held on platforms such as Zoom, Google Meet, or Microsoft Teams, allowing participants to concentrate on the discussions rather than jotting down notes. This intelligent assistant is designed to enhance productivity and efficiency by providing concise summaries in less than 30 seconds while integrating seamlessly with your CRM for effortless follow-up actions. Among its standout features are real-time transcription, the ability to highlight key moments, and options for sharing clips, making it an excellent choice for teams aiming to optimize their meeting processes and minimize administrative burdens. Additionally, Fathom's user-friendly interface ensures that users can easily navigate its functionalities, further streamlining the meeting experience.

Advisory AI is the first-ever AI-Copilot tailored exclusively for financial advisors, offering cutting-edge software that revolutionizes the creation and management of advisory documents. Our intuitive platform empowers finance professionals to produce various advisory documents in just five minutes, saving precious time and boosting productivity significantly. We prioritize automating vital reports like Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Preparation, and Follow-up Email Summaries. By optimizing the advisory workflow, our technology enables financial advisors to focus more on delivering exceptional client service while reducing the stress of administrative tasks. Experience the efficiency that Advisory AI can bring to your practice with our forward-thinking, AI-driven solutions crafted to address the changing needs of today’s financial advisors. Our dedication to reshaping the advisory landscape fosters an environment where financial professionals can excel in a competitive market, ensuring they are well-prepared to meet the challenges of the future.

Capture and transcribe your meetings and voice interactions effortlessly. You can instantly record sessions from any web-conferencing tool, and by inviting Fireflies to your meetings, you can easily document and share your discussions. Fireflies also has the capability to transcribe both uploaded audio files and live meetings, allowing you to access the transcripts and listen to the recordings afterwards. For efficient collaboration, you can annotate the transcripts by adding comments or highlighting key segments of the conversations. In under five minutes, you can gain insights from an hour-long meeting. Additionally, you can search for action items and significant highlights within the discussions. Fireflies seamlessly integrates with over ten web-conferencing platforms, including Zoom, Google Meet, GotoMeeting, UberConference, Microsoft Teams, and Skype for Business, among others. Furthermore, it supports more than twelve app integrations such as Slack, Salesforce, Zapier, Hubspot CRM, Pipedrive, Zoho CRM, Freshsales, Copper CRM, and Close.io, enhancing its utility for your business needs. This extensive range of integrations ensures that you can streamline your workflow and keep all your important discussions organized.

Advise Wise is a cutting-edge cloud platform tailored for financial advisers, allowing them to effectively source, evaluate, and manage mortgage and equity release options for clients entering later life, thanks to its use of advanced filtering options, integrated property and health assessments, side-by-side plan comparisons, and Quick Quote tools that provide immediate estimates. This platform features a comprehensive CRM system that securely organizes client information, case documents, product searches, and crucial fact illustrations, while also supporting the upload of various file types and tracking case progress in adherence to regulatory requirements such as Consumer Duty and FCA standards. Moreover, it includes an integrated Fact Find template that automatically populates client and property information, streamlines the generation of AI-powered Suitability Letters, and allows for the smooth submission of Key Facts Illustrations and online applications via API connections with lenders; advisers can also select and coordinate with specialist solicitors directly from a client's case to enhance efficiency. The array of tools and functionalities offered by Advise Wise allows financial advisers to provide tailored services while enhancing the productivity of their operations. By leveraging technology in this manner, the platform significantly contributes to the overall effectiveness of financial advisory practices.

focus:360° seamlessly integrates various aspects of your business, both from within and outside, by delivering an all-encompassing omni-channel distribution platform that genuinely facilitates financial distribution. It includes crucial functionalities that are integral to our core offerings, which feature focus:adviser, focus:client, focus:broker, and now:advise, with each solution specifically designed to enhance particular distribution channels. focus:adviser functions as a compliant sales automation tool, accommodating diverse distribution pathways across a wide range of financial products and client needs. By optimizing processes, it greatly enhances productivity, enabling advisers to recover up to 68% of their time in specific cases while also improving the quality of advice; some users have experienced a rise in first-time case checking success rates from 45% to an impressive 100%. At the heart of its capabilities, focus:adviser is firmly rooted in the functionalities of focus:360°. Custom-designed to meet your business objectives, focus:adviser provides you with essential client management and financial planning tools vital for effective engagement. This holistic strategy not only boosts operational efficiency but also fosters stronger client relationships, ultimately leading to a more successful business model. By prioritizing both internal processes and client interactions, focus:360° ensures that your organization remains competitive in a rapidly evolving financial landscape.

Sally AI functions as an advanced virtual meeting aide, effortlessly engaging in online discussions while generating complete transcriptions in over 35 different languages, and quickly delivering a succinct overview that emphasizes crucial decisions, action items, and subsequent steps. This innovative platform integrates seamlessly with top conferencing tools such as Zoom, Teams, and Google Meet, as well as calendar applications like Google Calendar, Outlook, and Apple Calendar, in addition to productivity platforms including Slack, Asana, Trello, and Monday.com. Its cutting-edge transcription technology guarantees high precision, even when facing intricate jargon, along with features like speaker identification, real-time task extraction, automatic assignment, and integrated analytics to assess meeting results. Moreover, Sally AI provides extensive compatibility with CRM software such as Salesforce, HubSpot, and Dynamics 365, as well as automation solutions like Zapier and Power Automate, facilitating a smooth transfer of meeting notes, tasks, and follow-ups directly into your established workflow. This remarkable level of automation not only boosts efficiency but also ensures that every significant detail is captured during your professional interactions, leading to more productive meetings overall. Ultimately, Sally AI transforms the way meetings are conducted, making it an invaluable resource for any organization looking to streamline their communication processes.

Provide students with a specialized academic advising CRM designed to meet their unique requirements. Efficiently track their academic development and address challenges through tailored solutions that steer them toward their aspirations. Equipped with a broad array of resources, students can manage their journey to graduation while receiving essential support from their educational institutions. The Advise platform integrates all departments and communications into a cohesive interface, allowing students to easily navigate every facet of their educational experience. Monitor academic performance and pinpoint students who may be at risk, enabling timely interventions through Ellucian's automated capabilities. Build stronger connections with these at-risk individuals through personalized communication, forward-thinking guidance, and flexible tasks that adapt to their changing needs. From the moment they enroll until they graduate, stay updated on student progress with customized dashboards and easy access to data. Streamline communication with centralized appointment scheduling to effectively oversee student interactions across multiple departments. By utilizing these resources, educational institutions can cultivate a more nurturing atmosphere that promotes student achievement at all levels of their academic journey, ultimately leading to higher retention and success rates. Additionally, this approach allows for a more engaged and informed student body, encouraging them to take charge of their educational experience.

Presenting an innovative productivity assistant powered by AI, created to optimize your note-taking, task management, and meeting experiences. This cutting-edge tool allows you to let your discussions, whether in person or through digital platforms such as Zoom, Meet, Teams, Slack, or Webex, operate seamlessly by providing you with concise summaries and actionable items. Bloks goes beyond mere organization; it enriches your gathered information by integrating relevant emails, documents, and calendar events that connect to your assignments. You’ll be constantly informed about which tasks require your focus, their due dates, and the steps required for completion—or you can delegate these responsibilities to the AI itself. Acting as your ultimate ally in managing all the responsibilities on your plate, Bloks ensures you remain on top of your game. Furthermore, you will benefit from timely summaries and transcriptions of both in-person meetings and virtual discussions across multiple platforms. The system adeptly organizes the recorded information by various categories such as company, contact, topic, and event, offering valuable context for your data. With a thorough overview of your tasks for today, tomorrow, and beyond, you can efficiently navigate your workload and sustain high levels of productivity, all while enjoying a less stressful approach to task management. Moreover, as you utilize Bloks, you will find that your efficiency improves, allowing you to focus on what truly matters.

Lumiant is a dedicated platform aimed at empowering individuals and their families to pursue their ideal lives with confidence through improved advice and client interaction. By emphasizing the profound impact of personalized guidance, it enables clients to see how financial advice positively influences their circumstances. This pioneering platform acts as a central hub for customer experiences, allowing advisors to connect with families regarding their fundamental values and financial goals, which aids in informed decision-making. Designed to enhance client relationships, Lumiant equips advisors to communicate their unique value effectively while delivering customized financial advice that meets the specific needs of each client. With a systematic, effective, and repeatable advisory process, financial professionals can grow their businesses efficiently, increase referrals, and boost revenue, all while cultivating connections that can last for generations. Furthermore, it provides a cost-effective approach that not only improves client retention but also promotes growth and sustains enduring relationships. In addition, Lumiant continually evolves to meet the changing needs of its users, making financial advice more accessible and impactful for families across different backgrounds. Ultimately, Lumiant is revolutionizing the financial advisory landscape by ensuring that the guidance offered is relevant and beneficial for all families involved.

Votars is an innovative AI-driven multilingual meeting assistant that captures both live discussions and recorded audio, delivering instant transcripts, identifying speakers, and creating organized summaries in real-time. With the ability to support an impressive 74 languages and achieving accuracy levels of up to 99.8%, it generates actionable outputs including Q&A sessions, action items, mind maps, slides, and documents with just a click. This cutting-edge platform integrates effortlessly with widely-used applications like Zoom, Google Meet, Microsoft Teams, and various calendar services like Google and Outlook, thereby automating the recording and transcription processes. It is ideally suited for diverse use cases such as meetings, interviews, lectures, podcasts, and improving accessibility, as Votars effectively organizes transcripts to enhance sharing and collaboration among users. Moreover, it places a strong emphasis on data security by adhering to industry standards such as SOC 2, SSL, and GDPR. Thanks to its user-friendly interface, Votars makes notetaking easier and transforms conversational audio into neatly structured insights with minimal effort, which is particularly beneficial for professionals aiming to boost their productivity. Furthermore, its capabilities extend beyond just transcription, allowing users to focus on the content of their discussions without being bogged down by the logistics of note-taking.

HyNote is a versatile AI-powered productivity tool that transforms chaotic meetings, scattered ideas, and a multitude of documents into well-organized, actionable insights. This cutting-edge platform supports a range of input types, including text, audio, images, PDFs, web pages, and YouTube videos, while providing functionalities such as real-time transcription with speaker identification, AI-generated summaries, flashcard creation, and seamless integration with popular applications like Google Drive, Notion, and Zoom. Designed for business professionals, educators, researchers, and content creators, HyNote simplifies the note-taking experience, ensuring that vital information is captured, categorized, and easily searchable across any device. By doing so, it not only boosts productivity but also cultivates a more streamlined workflow for its users, making it an indispensable asset in their daily tasks. Additionally, its user-friendly interface ensures that even those who are less tech-savvy can navigate the platform with ease.

At Bitcoin Advizers, we prioritize understanding your unique needs and providing the best possible advice for your digital currency investments. Initially, we strive to gain insights into your investment preferences and financial situation. After this assessment, our Chief Investment Officer will utilize their extensive knowledge to provide your Bitcoin Adviser with a tailored approach, including informed perspectives, strategies that resonate with your goals, and a plan that you feel comfortable with. We are dedicated to helping you stay on track with your investment objectives since navigating the world of cryptocurrency is an ongoing endeavor. Regular meetings with your Bitcoin Advisers will ensure open communication, and you will also participate in thorough annual reviews to discuss your progress. Revisiting your aspirations regularly is crucial, as it allows for necessary adjustments to keep you aligned with your ambitions. Ultimately, our mission is to empower you, making sure you feel secure and well-informed as you navigate your investment journey. This supportive framework aims to foster a lasting relationship built on trust and transparency.

Twenty7Tec operates as a fintech platform that modernizes and digitizes mortgage, wealth, and protection advisory processes for both financial advisers and lenders. Central to its offerings is CloudTwenty7, which includes a wide array of modular tools that feature mortgage and loan sourcing, application submissions, customer relationship management (CRM), consumer engagement tools, and sophisticated data analytics. With this platform, advisers can effectively search and compare various mortgage products such as secured loans, bridging loans, and equity release options according to specific lender criteria and affordability assessments. Additionally, the application module streamlines the submission process for Decisions in Principle and complete mortgage applications, significantly minimizing repetitive data entry and the challenges of operating within multiple systems. It also offers features for client case management, enhanced communication, and compliance assurance. Beyond these functionalities, Twenty7Tec supplies lenders and product providers with insightful analytics, product distribution options, and marketing tools to effectively showcase their mortgage offerings. Consequently, this all-encompassing strategy positions Twenty7Tec as an essential contributor to improving the efficiency and efficacy of financial services within the mortgage industry. The combination of these advanced tools and analytics not only facilitates smoother operations but also empowers advisers and lenders to better serve their clients.

Transcription and Analysis of Live Meetings The Noty extension seamlessly captures Google Meet conversations, providing comprehensive transcriptions along with concise summaries and actionable tasks. Transcripts are offered in multiple languages, including English, Spanish, French, German, and Portuguese. Here's how it functions: - First, download and install the Noty Extension. - Initiate a Google Meet session using a Chromium-based browser, such as Google Chrome, Opera, Brave, or Microsoft Edge. - Receive a real-time transcript that is both clear and organized, featuring speaker identifiers and timestamps. - Obtain detailed meeting notes, summaries, and highlights that include key terms and action items specifically for English-language meetings. - You can also review, modify, and store your documents directly through integration with Google Docs. Getting Started: - For easy access, pin the extension to your toolbar. - Log in using your Google account credentials. - Captions will be automatically activated for your meetings. Additionally, you can customize settings to enhance your transcription experience.

Chariot provides nonprofits with a payment solution that lets donors easily contribute using their Donor Advised Fund through a simple one-click process. By establishing a network that links the $234 billion in Donor Advised Funds with various nonprofits, Chariot streamlines the donation experience. Nonprofits can easily integrate the “Pay with Donor Advised Fund” feature directly onto their website or payment page. With just a few clicks, donors can log into their DAF account and complete their contributions effortlessly. This innovative approach not only enhances the giving process but also encourages more donors to engage with charitable organizations.

Amie is an advanced productivity tool powered by artificial intelligence that transforms meetings into practical outcomes while optimizing workflows by capturing, transcribing, summarizing, and organizing discussions, tasks, emails, and calendars on one unified platform. It can easily record meetings from leading video conferencing services without the need for a bot to be present, distinguishes between various speakers, supports multiple languages, and allows users to pause recordings or take private notes for more detailed summaries. Amie’s AI assistant integrates smoothly with numerous applications like Google and Apple calendars, Gmail, Slack, Notion, Hubspot, and Pipedrive, ensuring that summaries, tasks, and calendar entries are consistently updated across different platforms. Users enjoy functionalities that enable them to schedule meetings using natural language, drag and drop tasks, transform emails into actionable items, and ask the AI to write follow-up messages, adjust meeting information, or reschedule appointments. Furthermore, Amie offers shared pages that contain meeting context accessible to colleagues or clients, similar to traditional documents, automated workflows generated from summaries, and an interactive AI chat that accurately understands user questions, further enhancing collaboration and productivity. With its pioneering approach, Amie not only streamlines tasks but also empowers users to maintain better organization, ultimately resulting in significant productivity improvements that can positively impact their work life. As a result, Amie stands out as a vital tool for anyone seeking to maximize their efficiency and effectiveness in a fast-paced environment.

Riskine is redefining the landscape of insurance guidance by developing advanced digital solutions that leverage state-of-the-art AI and graph-based technology to support both individual and corporate clients. Our tools are versatile enough to be integrated into self-service platforms like websites, portals, and mobile applications, while also catering to personal and remote client interactions. We recognize that many people struggle to grasp their risks and financial needs, which complicates their ability to express and understand their insurance requirements. Moreover, the distinct benefits of various hedging products can often be unclear or perplexing for clients during the purchasing process, which compromises their capacity to make informed financial decisions. This lack of clarity not only creates uncertainty but also leads many to overlook their insurance and financial strategies entirely, often choosing to avoid the conversation. To combat this challenge, Riskine shines a light on the objective risks and subjective preferences of clients, making these concepts easier to understand and navigate. By enhancing this comprehension, we enable individuals to take a more proactive role in exploring their insurance choices and making wiser financial decisions, ultimately fostering greater financial literacy and confidence in their planning efforts. Our commitment to clarity and empowerment sets us apart in the industry, ensuring that clients can confidently approach their financial futures.

Moneyinfo is an all-encompassing digital solution tailored for wealth management and financial advisory firms, featuring a web and mobile interface that mirrors the unique branding of each firm. Clients can easily gain access to their entire financial picture—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—through a single secure login that is accessible 24/7. By aggregating information from multiple sources, the platform allows users to view their financial accounts and assets within one unified interface. Additionally, it provides secure messaging, document sharing, and cloud storage options, complemented by biometric login and integrated e-signature functionalities. This advanced feature set facilitates improved communication and collaboration between advisers and clients while ensuring compliance with necessary regulations. Moreover, Moneyinfo offers workflow automation, onboarding tools, and personalized portfolio and performance insights, all delivered through a mobile application specifically designed for the firm, which enhances client engagement and nurtures loyalty. The platform’s intuitive design is crafted to make managing a client’s financial affairs easier, proving to be an invaluable asset for both advisers and their clients alike, thereby reinforcing its essential role in modern financial management.

Sembly is a versatile web and mobile application that enhances your experience during meetings on platforms like Teams, Zoom, and Google Meet by providing easily accessible content for review, search, and sharing. You can share specific segments or entire meetings with your colleagues, ensuring everyone is informed and on the same page, regardless of their attendance. Additionally, Sembly saves you time with its automated summaries that capture essential information. Available in English on web browsers and mobile apps for iOS and Android, Sembly serves as an intelligent AI meeting assistant that simplifies the process of reviewing and sharing meeting outcomes, records, and transcriptions. It transforms your meetings into searchable documents, emphasizes important discussion points, and generates concise notes and summaries. By utilizing Sembly Team, you can access advanced AI analytics that empower both you and your team to be more productive while minimizing the time spent in meetings. Sembly seamlessly integrates with your calendar to automatically join and record all scheduled meetings across major conferencing platforms, which alleviates the burden of taking notes during calls. You have the ability to revisit previous discussions, search through a comprehensive database of your meetings, and share critical insights with your team members or peers. Sembly is crafted to cater to businesses of all sizes, making it an invaluable AI-driven solution for effective meeting management and collaboration. This innovative tool not only enhances productivity but also fosters better communication within teams.

Recall.ai presents an all-inclusive API that facilitates the effortless integration of meeting bots into a variety of platforms, including Zoom, Google Meet, and Microsoft Teams. With minimal coding, you can integrate your product into widely used services such as Webex, Slack Huddles, and GoTo Meeting. This user-friendly solution functions effectively even when participants are not the designated meeting host or are using a free account. Impressively, it operates on any platform, irrespective of the presence of an official API, requiring only the meeting link to get started. While deploying and managing meeting bots usually requires a dedicated team of 3-5 engineers, our service simplifies this process, enabling you to focus on more pressing tasks. By sending just a single line of code, you can introduce a bot into any meeting, as it only needs the meeting URL to function. We manage the complex infrastructure, overseeing the scheduling, management, and operation of thousands of concurrent virtual machines each day. Furthermore, our offering includes real-time transcripts that feature speaker identification, guaranteeing flawless accuracy in speaker diarization, with names automatically tagged. You can obtain real-time transcripts through a webhook and take advantage of immediate audio and video streams, significantly enhancing your meeting experience. This groundbreaking solution not only simplifies meeting processes but also boosts productivity for teams in numerous industries, making it an essential tool for modern collaboration. In today’s fast-paced work environment, our technology empowers teams to collaborate more effectively than ever before.

KaraX.ai operates as a smart meeting assistant aimed at helping teams effortlessly capture every detail, thus removing the necessity for manual note-taking. This platform allows users to record or upload meetings from multiple sources, including Zoom, Google Meet, Teams, and in-person events, offering immediate access to transcripts, summaries, and actionable items. What differentiates KaraX.ai from traditional note-taking tools is its capability to create customized templates for diverse needs, such as legal proceedings, board meetings, lectures, and sales discussions, while systematically organizing the information into user-friendly layouts. Users enjoy the convenience of accessing the service through web, iOS, and Android applications, enabling usage from virtually any location. Featuring multi-language transcription, action item identification, and conversation analytics, KaraX.ai significantly boosts productivity and simplifies the follow-up process. This cutting-edge tool proves to be especially beneficial for students, startups, legal and financial teams, as well as larger corporations, while prioritizing security and compliance. Additionally, it integrates effortlessly with widely-used platforms like Notion, Google Docs, and Slack, making it an appealing option for professionals. Through its combination of rapid service, customization, and industry-specific insights, KaraX.ai elevates itself beyond basic transcription services, becoming a preferred choice in today's fast-paced work settings. Its unwavering dedication to ongoing enhancement and a user-focused design makes it an invaluable resource for anyone aiming to maximize their meeting efficiency, ensuring that all users can take full advantage of its extensive features.

Across the globe, organizations are weaving ESG and sustainability goals into their financial and treasury functions. This shift presents a considerable chance for corporate banks to deepen their client relationships and grow their business by advising firms on the significance of ESG in these sectors and assisting with the application of ESG strategies. In a rapidly evolving market marked by financial pressures, asset owners are increasingly looking for guidance, recommendations, and elevated service quality from their asset managers. To address these rising expectations, asset managers are prioritizing the development of client-focused strategies to retain their current clientele and capture new business opportunities in a competitive marketplace. As a leading global provider of strategic benchmarking, analytics, and insights specifically designed for the financial services industry, we are part of CRISIL, which is a segment of S&P Global, a widely recognized authority in analytics. This partnership reinforces our ability to offer valuable insights that aid in navigating the intricate financial environment. Furthermore, our commitment to innovation ensures that we remain at the forefront of industry trends and developments.

Transform your financial guidance with increased ease and efficiency. Streamline your business operations, set up accounts quickly, and deliver an outstanding experience to your clients. Establish online accounts in just a few minutes. Create tailored model portfolios without hassle. Benefit from commission-free trading on fractional shares, and enjoy the convenience of automatic investment rebalancing—simply configure it and let it function. For the first time, both investing and reporting are harmoniously integrated, providing a seamless experience. This service is also incredibly budget-friendly, as the initial 100 client accounts are free, with a nominal monthly fee of $1 per account after that. Altruist Corp ("Altruist") offers a robust software platform designed to empower financial advisors in achieving remarkable outcomes. Investment management and advisory services are provided by Altruist LLC, a registered investment adviser with the SEC, while Altruist Financial LLC, a member of FINRA/SIPC, handles brokerage services. With commission-free trading available, you can execute trades without incurring any commission fees through web or mobile platforms, although other charges may apply. By simplifying financial processes and lowering expenses, Altruist is fundamentally changing how financial advisors conduct their business, paving the way for a more effective and efficient financial advisory landscape. This innovation not only enhances client satisfaction but also supports advisors in navigating the complexities of investment management.

Proactor AI emerges as the groundbreaking proactive AI partner that engages in meetings by transcribing conversations, recognizing speakers, and providing assistance rather than simply listening in. During discussions, it generates live summaries, highlights key takeaways, tracks and assigns action items, and effortlessly presents suggestions for creative ideas and next steps, all without requiring any prompts. Furthermore, it has the capability to remember details from various sessions, enabling users to ask questions about previous agreements, such as "What did we decide last week?" or to revisit information from earlier meetings. In addition, Proactor conducts real-time research, sourcing relevant data and materials as conversations unfold. With integrated tools designed for task management, insight extraction, and idea generation at the click of a button, it drastically reduces the post-meeting workload and boosts overall efficiency, allowing users to reclaim approximately 30 minutes after each meeting. This novel approach not only simplifies the meeting experience but also empowers teams to concentrate on their core objectives, fostering a more productive environment for collaboration and innovation. Ultimately, Proactor AI represents a significant advancement in how teams conduct and derive value from their meetings.

Achieve complete control with no commissions and unparalleled visibility as you expedite the sale of your business through ExitAdviser. Is your business prepared for the marketplace? Does it showcase its strengths effectively? Have you taken all the crucial steps to ensure a successful sale? ExitAdviser addresses these vital questions by assessing your company’s marketability. Keep in mind that time equates to money, so it’s essential to use every moment wisely. ExitAdviser helps you manage your time efficiently by establishing a tailored schedule and fine-tuning your business for sale. Utilizing a thorough business valuation approach, ExitAdviser enables you to support your asking price with confidence in front of potential buyers. This capability is facilitated by the discounted cash flow (DCF) method, a respected valuation technique for evaluating the worth of a thriving business. By forecasting future cash flows and converting them to present value, you obtain an accurate valuation that can greatly influence your selling journey. With ExitAdviser, you can embark on the sale of your business equipped with certainty and insight, ensuring a smoother transaction process. It's time to take the next step toward a successful sale and maximize your business’s potential.

ConexED emerges as the leading all-in-one solution designed for appointment scheduling, student kiosks, video conferencing, and reporting specifically for the higher education landscape. Our comprehensive EdTech platform aims to boost student engagement, enhance retention efforts, and provide fair access to various resources, catering to students both on-campus and remotely without the need for software installations, thanks to its cloud-based architecture. This flexibility allows students, faculty, and staff to effortlessly arrange meetings and connect from any device or location, significantly simplifying the process. The cohesive scheduling system, together with on-site kiosks, queuing options, and a versatile video meeting platform, enables students to readily access vital support services such as admissions, financial aid, academic advising, tutoring, library resources, and instructor office hours. By leveraging this innovative model, ConexED not only optimizes operational efficiency but also cultivates a more interconnected educational environment, enhancing the overall experience for everyone involved. Ultimately, the platform's emphasis on accessibility and ease of use reinforces its commitment to supporting the diverse needs of the academic community.

Academic advising and degree auditing tools are vital in enhancing student success by providing clear insights into their educational pathways. These resources simplify access to degree requirements and outline the essential steps needed to graduate, ensuring that students are well-informed about their academic journeys. Moreover, they deliver a comprehensive view of a student's progress, allowing both advisors and students to spot and address potential challenges proactively. In addition to this, these tools help align students' degrees and programs with their career goals and personal ambitions, ensuring a more tailored educational experience. They particularly benefit individuals who need extra support, facilitating their journey to stay on track. By automating labor-intensive tasks like degree audits and transcript assessments, staff members are freed up to offer more personalized mentoring to students. Furthermore, these systems can incorporate courses from multiple institutions, streamlining the process for students to fulfill their requirements efficiently. This all-in-one platform acts as a central repository for resources, training, and support, ensuring users remain informed and empowered. By fostering a supportive academic environment, these tools ultimately contribute significantly to students' academic growth and the achievement of their goals, paving the way for a brighter future. Through continuous improvement and adaptation, they can evolve with the changing educational landscape, ensuring lasting impact for generations to come.

Custom software specifically developed for the financial services industry aims to boost operational efficiency. Managing a financial services business can be quite daunting, and that is where our solutions come into play. Across various regions such as the UK, Europe, North America, APAC, and South Africa, more than 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious targets and achieving remarkable success through our performance-oriented software. The challenges involved in running a financial services operation are growing more complex, with significant daily demands on both resources and finances. As pressures rise—whether from increasing data needs, stricter compliance standards, or intense competition—we are dedicated to providing the necessary support. Around the world, a diverse range of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers rely on our cutting-edge software to work more effectively and offer exceptional services to the numerous clients who depend on them. Formerly operating under the name QuantHouse, a frontrunner in API trading technology, we have rebranded to Iress, allowing our clients to further enhance their data-driven trading approaches. Our ongoing dedication lies in continuously evolving and delivering solutions that cater to the shifting demands of the financial industry, ensuring that our clients remain at the forefront of their respective markets.

We provide state-of-the-art digital wealth management and hybrid advisory software solutions tailored for financial institutions, leveraging our renowned technology to expedite the implementation of digital business models while dramatically lowering expenses and conserving time and resources during development. Our offerings are designed to assist Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and other entities in creating modern digital investing and saving solutions, as well as enhancing their current platforms through our automation, innovation, and engaging online user experiences. By utilizing our modular RESTful API-driven delivery model, firms can incorporate their unique designs and experiences into their digital services, enabling them to differentiate themselves from competitors and accelerate their entry into the market. We offer a comprehensive suite of digital solutions that includes D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and sophisticated Adviser Software with Portfolio Management Tools. Furthermore, our dedication to innovation guarantees that our partners are consistently equipped with the most recent advancements in financial technology, thus ensuring they remain competitive in an ever-evolving landscape. This commitment not only enhances their service offerings but also positions them at the forefront of the digital transformation in finance.

We offer a wide array of consulting and assistance services tailored for both individuals and businesses, which encompass IT support, strategic business advice, search engine optimization (SEO), and cybersecurity measures to protect against potential fraud threats. Our dedicated team is prepared to meet your needs effectively, whether that means securing your confidential information from cyber attacks or assisting in data recovery efforts, all while being conscious of your financial constraints. Cyber threats are indiscriminate; anyone can become a target, from ordinary consumers to high-profile individuals, as attackers seek to access bank accounts, valuable assets, and personal details. Since our founding in 1999, we have specialized in cybersecurity, providing personalized services that align with your unique demands, leveraging our vast experience in corporate risk management and investigative techniques. We emphasize a proactive strategy to ensure the safety of your digital presence, allowing you to focus on what truly matters. Trust us to provide not just solutions but also peace of mind in navigating the complex landscape of cybersecurity.