Portfolio
Portfolio

Pipeline: Task management tool for advisors
Responsive web app
Saas
B2B

Products & Licenses: Marketplace for add-on subscriptions & licenses
Marketplace
Saas
B2B

KPI framework
Analytics
Internal

Interaction
Saas
B2B

Notification Center: a platform-wide feature
platform-wide
B2B

Video consulting tool for advisors
Saas
B2B

KPI framework
Analytics
Internal

Interaction
Saas
B2B