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ActivIdentity, Inc. is one of the leading companies in the Software and Internet sector.
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world`s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future.
Bonzi Software is a San Luis Obispo, CA-based company in the Software and Internet sector.
Agreement Express is the leading client onboarding automation provider for financial services. The platform allows wealth management and payments companies to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels. The platform is the first of its kind to help top performing firms gather, use, and re-use client data to improve and evolve rich customer experiences. Agreement Express enables Fortune 500 financial institutions around the world to provide best-in-class digital experiences to their customers, and integrate to the back-office for streamlined compliance and risk workflows.
Envisage is a Bloomington, IN-based company in the Software and Internet sector.