Collect and verify client data securely
Allows users to submit and verify personal and financial information. It enables document uploads and digital signature. Users can track onboarding progress and access investment profiles. The platform ensures compliance with regulatory requirements.
Showing 21–40 of 1,000 ranked alternatives.
WIKIFX COMPANY LIMITED
Details and verify licenses
Allows users to verify FX brokers by checking their legal status, licenses, and regulatory compliance. Users can access information, risk assessments, and credit reports.
Parthian Partners Limited
In treasury bills securely
In Treasury Bills, US Bonds, Equities, Mutual Funds, Fixed Deposits, high-interest Savings, and Insurance plans. View investment performance, set up recurring contributions, and manage portfolios.
T4 Communications UK Limited
Verify identity, confirm details, start job
Share documents and personal information securely for pre-employment verification. Enable employers to conduct ID checks and other required screenings. Allow users to submit data needed for onboarding and employment validation.
Chaka Technologies Ltd
In stocks and manage portfolios
Open accounts and in U.S., Nigerian, and international stocks and ETFs. 5,000+ securities. View portfolio performance. Set investment goals. Securely manage funds. Deposit and withdraw money. Track market trends. Receive real-time updates.
Sage Global Services Ltd
Manage employee profiles and payslips
Manage employee profiles, view and download payslips, track time and attendance, access company and employee documents, receive company announcements, and handle onboarding tasks. All HR functions are centralized in one .
Moola Copilot LLC
Trade stocks, ETFs, and index funds
Buy and sell stocks, ETFs, and S&P 500 Index Funds. Manage personal and retirement accounts. Use AI-driven tools for investment decisions. No trading fees or hidden charges. Earn interest on cash balances. Accounts are FDIC insured up to $1 million.
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
Evolution Smart Home LLC
Track contacts through recruitment stages
Manage contacts with an address book that syncs across devices. Track contacts through stages like finding, , and onboarding. Update notes, locations, and send texts, emails, or make calls directly.
Stakeshop Pty Ltd
Invest in and seamlessly
Access 9,500+ Wall St and , including over-the-counter securities. Invest with fractional shares starting at US$10. Trade during extended hours. Pay US$3 per trade up to US$30K. Manage ASX and U.S. investments with admin tools.
App Nouveau Canada Inc.
Invest in luxury properties remotely
Access exclusive luxury real estate investments with fractional ownership options. View property details, track performance, and manage investments. Connect with other investors and receive market analysis and insights.
Serveture, LLC
Search jobs, apply, and track applications
View open job positions, complete onboarding forms, upload timecards, and access paystubs. Manage employment details and track work hours within the .
Moxtra, Inc.
Manage client interactions digitally
Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.
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