Partner Locator

 

 

Partner Directory

 

 

1–4 of 8 Partners

  • Account Opening 

Clear All

Appway

Zurich 8005
Office: +41 43 204 06 09
Website: Appway

The Appway Client Onboarding platform offers integrated e-signature capability so advisors and clients can sign and process onboarding documents faster, more securely and more efficiently.

Avoka

Broomfield, Colorado 80021
Office: 720-437-8022
Website: Avoka

Digital business platform, Avoka Transact™, increases agility and speed-to-market for organizations building competitive advantage around mobile and digital customer acquisition.

Doxim Inc.

Markham, Ontario L3R 4G5
Office: 604-340-6454
Website: Doxim Inc.

Doxim enables paperless client onboarding for credit unions and wealth management with automated account opening software, cloud-based ECM, and document processing for Financial Service providers.

eBix, Inc.

Atlanta, Georgia 30328
Office: 678-281-2020
Website: eBix, Inc.

Ebix is a global supplier of on-demand software and e-commerce services to the insurance and financial industries. Ebix process 90% of US electronic annuity transactions.

1–4 of 8 Partners