Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
SideDrawer is a document management and organization solution that helps team members create personal tasks, track users' activities and collaborate on files from within a centralized platform.
Salesforce is a CRM software that allows brokers, producers, advisors, bankers, and service representatives to proactively connect with customers.
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online.
