Blog: Client Success

Client Success

  • Financial Chatbot

    Financial Chatbot Abe Enables Holistic Money Management with Envestnet | Yodlee API

    By on November 28, 2016

    Imagine being able to contact a digital financial advisor, ask straightforward questions, and get instant answers at any time of day. This advisor can view your entire financial picture — all your financial accounts, bills, and payments — and let you know whether you can afford a particular purchase or not.

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  • Wealthsimple Investing Solutions

    Wealthsimple Helps to Simplify and Customize Investing Solutions

    By on September 26, 2016

    What is the smart and simple way to invest in your financial future? Investing can be scary and overwhelming. But the worst thing you can do is let your money rot away in a savings account. Our team at Wealthsimple is here to help and make smart investment simple for you.

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  • Cloud Based Financial Solution

    CountAbout Leverages Data to Offer Cloud-Based Financial Solution

    By on September 16, 2016

    Are you taking full advantage of cloud-based personal finance tools? With the surge in personal finance technology, how valuable can those tools be if you cannot access them seamlessly across devices? Accessibility is one of the few common threads shared by technology platforms. As populations become more mobile and the number of devices we use to access information grows, universal […]

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  • Accounting Seed For Salesforce

    Accounting Seed Offers Exclusive Accounting Platform for Salesforce

    By on July 5, 2016

    Salesforce.com users who need convenience and easy to use accounting systems can turn to Accounting Seed, the premiere accounting application developed exclusively for Salesforce®.

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  • Castlight Consumer's Financial Capability

    Castlight Brings Clarity to Consumer’s Financial Capability

    By on June 24, 2016

    In the UK, when selling financial services, lenders and financial advisors need to know if a customer can actually afford the product. Whether it’s a loan or investment product, Castlight Financial provides credit and financial information about a particular customer, and paints their complete financial picture through aggregated data.

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