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Our Solutions

We find solutions and partner with FinTech firms that develop and deploy leading-edge technologies for the financial services sector.

 
 
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INVESTCLOUD

A wealth management solution used to digitize services and engagement for its high-net-worth and institutional clients. The platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions, from Client Communications (Client Portals and Reports) and Client Management (Advisor Portals and CRM) to Digital Warehousing, Data Analytics and Accounting.

 
 
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PAYFORWARD

PayForward operates a social financial network that enables users to earn cash back and pay it forward. The company also offers a prepaid debit card that provides rebates from various merchants.

 
 
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SWYCH

A global digital gifting platform for consumers and enterprises. Swych’s mobile gifting platform enables users to send “swychable” gifts from their mobile device that can be instantly redeemed for electronic gift cards from more than 700+ popular brands. Swych users can instantly buy, send, re-gift, upload, “swych” and redeem gift cards from their mobile device. 

 
 
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CIRCLEBLACK

A financial services hub that integrates all parts of the wealth-management process. From investors who desire more knowledge and control over their investments to Advisors looking for better ways to connect with their clients, this solutions provides real time insights, visibility and management capabilities for everyone involved in managing and creating wealth.

 
 
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IQ4

A software tool that enables workforce agility, retention through progression, mobility and productivity. Employees can plot a path / plan to identify how to up-skill or re-skill from a current to future career state, resulting in a culture of continuous learning and efficient workforce planning. Companies are able to develop the next-generation workforce in accordance with the demands of the employment market.

 
 
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boost

An efficient straight through processing platform for acceptance of virtual cards. The solution is a passive experience for suppliers: payments transactions are sent to Boost, who processes via Boost Intercept. Boost provides the supplier the funds (and reporting) for all of the transactions, resulting in operational efficiency, PCI compliance, error elimination and faster payments.

 
 
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persosa

Digital marketing platform that allows banks and financial institutions partners to personalize their web and mobile experience customized for each visitor. This platform shows customers what they want, when they want it to increase engagement, retention and conversion. Easily implementable solution (installs with a single line of code) across any web platform, with enterprise functionality around scalability of platform, user access and ability to use across multiple domains. 

 
 
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TRUE DIGITAL

True Digital provides a regulated digital asset marketplace, low-risk settlement and real time payments platform. Their solutions provide customers the ability to transfer digitized USD instantly, 24/7, supporting digitized and natively digital asset settlement through a single portal.

 
 
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saytec

Voice recognition and biometric authentication solutions that replace static passwords with a one-time use code. For financial transactions, the code spoken by the customer binds the financial transaction details with user authentication. 

 
 
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hedge

Software to buy and sell digital assets in a regulated environment.  This bilateral trading system has been developed with compliance at the forefront and has met the needs of banking partners around the country.  Adhering to the highest standard of cryptocurrency security, including multi-signature wallets, key recovery protocols, and audit trails to ensure digital assets are safe and secure.

 
 
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letulet

In partnership with Airbnb to fuel home sharing globally, the platform is expected to become a critical part of the home sharing economy in the years ahead.  The platform enables Residents and Building Owners to proactively connect, collaborate and and reach agreement on terms and revenue share. 

 
 
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finix

Secure, cloud-based Wealth Administration Platform for alternative digital assets. The Finix Platform provides intelligent workflow and automation for all activities surrounding alternative asset transactions, custody, administration, and reporting, significantly reducing the high costs and errors that result from existing manual processes.

 
 
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GROUNDWORK

Provides cash management solutions for youth sports clubs. They are expanding their offering beyond payment management to a full solution including deposit accounts and debit cards. 

 
 
 

Coming Soon

 
 
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safeid

“SafeID” is the future of identity and true authentication, whether it be for banking, payments, news feeds, social media post validation or any other use case that would benefit from truly validated identity authentication and management.  Safe ID changes the paradigm, utilizing biometrics combined with hardware and AI-infused personal histories to uniquely provide a ubiquitous solution for identity management systems of the future

 
 
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finclusive

Blockchain and digital banking solutions to power new banking products for partners and to provide secure financial access to the underserved and excluded

 

Partners have access to full solution details.