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“It’s our agent’s job to focus on building relationships, winning assignments, and pursuing new business. And they can do so knowing that we’re taking care of the backend work for them, including collecting and processing their commissions.CommissionTrac has enabled us to do that quickly and efficiently!"
"I love pressing a button and having an invoice generated for me. Instead of spending 10 minutes sitting there typing a document, I now have it in 30 seconds. It’s something small that’s so big for me. And also the same with generating broker payments. I push a button and it automatically calculates according to whatever split plan level they’re at currently. Just between the invoices and generating the broker payments, those two things have been time savers for me for sure."
Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.
Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.
ZapApps is a Software as a Service (SaaS) online eCommerce apps provider. They do not hesitate to offer extra features and free apps to their professional, enterprise audience. They have an impressive array of web apps ranging from the ZapERP Inventory, ZapSeller, SocialBot, HotMap, ZapShip (coming soon) together with marketing email middleware 'Mailer App'.
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