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Our partners

Our platform is data-agnostic. We have adaptors for the best CRMs and data providers.

Data and CRM

Anevis Solutions

Anevis Solutions

Automated fund factsheets, web components and client reports for institutional and retail asset managers. 

FolioMetrics

Fully-featured contact management and reporting solution specifically tailored for hedge funds.

Dynamics 365 for Financial Services

Dynamics 365

Microsoft's Cloud CRM delivers powerful Business Applications that connect people, products and data. 

SalesForce for Financial Services

SalesForce

Connect your website or portal with product and investor data managed in SalesForce CRM.

Technology

Microsoft Azure Cloud

Microsoft Azure Cloud

Secure, reliable, compliant. Leverage the power of Azure Cloud to deliver high-availability and performance. 

Episerver CMS

An integrated digital experience suite for enterprise content management and multi-faceted digital operations.  

Umbraco CMS

Secure and versatile, Umbraco is the most popular open-source CMS for the Azure Cloud.