Xplan is a financial planning and wealth management software that is used to manage client portfolios. It is also used to review strategies, compare objectives, and store documents – all in one central system.
Midwinter (AdviceOS) is a comprehensive financial planning solution built for financial professionals and their clients. It provides sophisticated financial modelling, practice management and client engagement tools to simplify how advice is delivered.
Sharesight combines all the information accountants and financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.
OneSpan specialises in digital identity and anti-fraud solutions that create exceptional and secure experiences. From risk-based adaptive authentication to digital identity verification, their next generation solutions are delivered on a cloud-based platform. The OneSpan Trusted Identity Platform makes it easy to integrate new and existing tools and technologies, to better detect fraud and improve the user experience.