Boss Insights
Codat
Operator.io
Apideck Unify
DocketTrak
IP.com
Deposco Bright Suite
AutoCAD MEP
Planswell
Grove
Savology
LearnVest
echofin
Hatch
Redtail CRM
Salesforce Financial Services Cloud
Boss Insights is an award winning leader in open banking, linking fintechs and financial institutions to their small and medium-sized business clients’ financial accounting, commerce, banking, payroll and tax data in minutes. In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon and more, Boss Insights provides portals to originate, decision and service fintechs and financial institutions. In an industry that needs speed and access to real-time data, Boss Insights empowers fintechs, private lenders and financial institutions to serve their business customers.
Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World and The Financial Brand. Boss Insights has won multiple awards including: Money 2020 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s 2021 Lending Technologist Of The Year, Open Banking Excellence’s 2020 SME Award, 2020 Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s 2019 Executive Leader In Lending.
Boss Insights PlanswellBased on our record, Planswell seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
It is more important than ever to ask your financial advisor the right questions before you set forth on a path for the next few years to come. When you discuss your retirement planning services with your financial advisor, contact Planswell. For more information, visit our website. Source: almost 2 years ago
Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
Grove - Personalized financial planning for everyone
Operator.io - The easiest way for developers to integrate financial apps like Quickbooks Online, Shopify, and Amazon Seller Central into their products.
Savology - Accessible digital financial planning. Plan smart. Save smart.
Apideck Unify - Apideck Unify provides Unified APIs across more than 50 different software categories to allow customers to accelerate their integration strategy.
LearnVest - Make progress on your money.
