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AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. They are a true business partner to your firm. This sort of relationship is unique in their industry. AssetBook has a very basic mission they are proud to offer to their clients: They make your life easier,save you time, and help you sleep better at night.
C2FO is the largest working capital marketplace in the world. Companies across the globe use C2FO to improve their financial position every day. C2FO is a leader in the retail, industrial, manufacturing, energy, healthcare, technology, telecom and transportation sectors. C2FO is Collaborative Cash Flow Optimization.
Unit is building the platform to power the next generation of financial services. Unit is a developer of a platform that allows third parties to integrate banking services into their businesses. The company was founded in 2019 and based in San Francisco, California. Unit helps tech companies build financial features into their products: accounts, cards, payments, lending & more.
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