Software as a service (SAAS) services featuring software for backend automated office functions for wealth management and consulting providers specifically, data reporting, workflow integration, cross-platform information with outside vendors, and communications processes to field personnel and back-office departments; Software as a service (SAAS) services featuring software tools to visually design, create, and modify workflows or business processes

'autom':11 'back':40 'back-offic':39 'backend':10 'busi':60 'communic':33 'consult':18 'creat':55 'cross':26 'cross-platform':25 'data':21 'depart':42 'design':54 'featur':7,49 'field':36 'function':13 'inform':28 'integr':24 'manag':16 'modifi':57 'offic':12,41 'outsid':30 'personnel':37 'platform':27 'process':34,61 'provid':19 'report':22 'saa':5,47 'servic':4,6,46,48 'softwar':1,8,43,50 'specif':20 'tool':51 'vendor':31 'visual':53 'wealth':15 'workflow':23,58

(W)

Owners

Goods & Services