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  • Reference Rating
    4.7 / 5.0
    Customer References3 total
    About

    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.

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    4.7 / 5.0
    Customer References9 total
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    BancTec is a global leader in financial transaction automation and document management services for organizations seeking to drive efficiency in financial back-office processes. BancTec serves a blue chip client base spanning over 50 countries, with a global team of more than 4,000 employees across 35 offices and operating centers. BancTec uses a common technology platform to deliver reliability, security and consistently high levels of performance.

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    4.7 / 5.0
    Customer References17 total
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    Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization and communication required to fuel behavior change. With seamless integration tools, processes, and human experts, Questis makes financial wellness simple, available to every participant, and scalable. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.

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