Best Finance Software in New Zealand - Page 165

LendingFront provides a comprehensive white-label platform tailored for small business lending. This solution encompasses a variety of integrated or standalone modules that address every element of the lending journey, including application intake, workflow management, underwriting, decision-making, offer presentation, monitoring, and servicing. Additionally, our platform empowers clients to automate portions of the lending process according to their preferences, while also allowing for complete control and manual oversight when necessary. LendingFront serves as a holistic technology solution for small business lending, revolutionizing the traditional lending model from initial origination to ongoing servicing. Small businesses often face challenges in securing capital, and LendingFront facilitates a distinct separation of small business lending from conventional commercial lending practices. By utilizing our software, lenders can enhance efficiency in the front-end process through a user-friendly, digitally-enabled application and borrower portal, making funding more accessible and manageable for businesses in need. Ultimately, LendingFront is dedicated to reshaping the landscape of small business financing.

Transforming patient care into revenue can be streamlined with precise insights into every financial choice made. Affinity Revenue Cycle Management minimizes reliance on additional applications, resulting in reduced overall collection costs from both payers and patients. By integrating the finest healthcare software solutions into a single platform, organizations can enhance efficiency. Automation of the revenue cycle not only lowers collection costs but also accelerates the claims process. Harris Affinity provides healthcare entities the ability to concentrate on their core mission: delivering excellent patient care. Our RCM software not only automates revenue processes but also simplifies claim handling and reduces collection expenses. Utilize electronic transactions (EDI) to communicate directly with payers or clearinghouses effortlessly. Gain immediate access to screens without needing to reach out for support. Analyze essential data through intuitive dashboards and optimize complex scheduling workflows seamlessly. Additionally, send automated appointment reminders to enhance patient engagement and reduce no-show rates.

Bilendo serves as a contemporary platform for credit management, empowering businesses to centrally manage and automate their processes for minimizing credit risk. In an environment where profit margins are consistently shrinking, companies struggle to cut costs using outdated systems and legacy processes. This challenge is particularly pronounced with credit risks, which can lead to unexpectedly high expenses. Bilendo's innovative strategy not only helps in lowering these costs but also mitigates overall credit risks, allowing businesses to concentrate more on their growth. As a robust credit management platform, Bilendo facilitates the mapping, controlling, and automation of all essential credit risk minimization processes for companies. It provides a comprehensive overview of the invoice-to-cash cycle, equipped with a suite of relevant credit management tools that can be tailored to specific needs. These tools encompass a range of functionalities, including receivables and debtor management, debt collection, dunning notifications, customer and service portals, payment processing, factoring, risk assessment, and safeguards against bad debts, thereby ensuring a holistic approach to credit management. Ultimately, Bilendo aims to transform the way companies perceive and handle credit risk, fostering a more efficient and secure financial environment.

Onchain Custodian® (ONC) provides a comprehensive custody and open finance solution tailored for institutional clients and accredited investors, allowing them to securely manage their digital assets in a compliant and insured manner. Based in Singapore, ONC delivers a globally standardized, resilient custody service that ensures the safekeeping of institutional digital asset investments while prioritizing an exceptional user experience. The flexibility of ONC's solution is designed to adapt to the evolving landscape of crypto custody, recognizing that adherence to best practices is vital for the industry's progress. Committed to establishing a global standard in digital asset custody, Onchain Custodian® collaborates closely with customers and partners. Our SAFE™ digital asset custody platform is engineered with top-tier security measures, and we also provide extensive reporting services to enhance the management and transparency of your digital asset holdings, ensuring clients have all the necessary tools at their disposal. This dedication to security and service positions ONC as a leader in the future of digital asset custody.

LenderClose’s innovative platform and award-winning technology consolidate all necessary information for lenders into a single, comprehensive hub. By enabling credit unions and community banks to enhance their lending and underwriting processes, LenderClose promotes speed, efficiency, and an improved borrowing experience. Developed by industry professionals, LenderClose integrates decades of expertise in lending and technology. The company is at the forefront of tech-driven solutions that redefine the lending process. Committed to service excellence, LenderClose ensures that each client receives a top-notch experience. Their solutions not only boost internal productivity but also aim to deliver outstanding lending experiences. Whether managing one loan a month or thousands, meticulous attention is crucial post-funding. For instance, verifying that property taxes are current can save credit unions or community banks significant amounts of money. Ultimately, LenderClose is reshaping the landscape of lending with a focus on quality and efficiency.

At Collective, we have a strong passion for S Corps, and it's easy to see why—your business structure significantly impacts your tax obligations. For many self-employed individuals, establishing an S Corp can result in substantial tax benefits. As a member, you'll receive personalized support from a dedicated accounting team and access to software designed to help you manage your financial affairs effectively. By answering a few questions about yourself and your business, you can estimate the tax savings you might achieve by transitioning to an S Corp with our assistance. Our experienced business advisors are available to guide you through the process to ensure that a Collective membership aligns with your financial goals. We carefully select members whom we believe we can successfully assist in saving both time and money. With our user-friendly online wizard, organizing your S Corp becomes a straightforward task. Additionally, we will assist you in obtaining an EIN, securing a business license, and establishing a business bank account. Should you have any questions, rest assured that your dedicated advisors will support you at every stage of the journey, ensuring you feel confident and informed.

Provide your investors with an elegant, contemporary, and tailored perspective of their portfolio that enhances their experience. Enable them to monitor their investments, forecasts, and returns all in one convenient location. They can easily delve into the specifics of each investment as needed. Keep your investors informed whether they're on the move or relaxing at home. Our platform is meticulously crafted for real estate investment companies, ensuring it caters to the unique requirements of your firm. Take charge and streamline your internal workflows to boost productivity and minimize mistakes. Consolidate your contacts, entities, ownership details, distributions, and tax information into one accessible hub for your entire team. With our robust marketing automation capabilities, Sensr Portal integrates seamlessly with your current marketing assets and website, enhancing the funding process. Generate instant landing pages and gather valuable insights into prospect interest and engagement, allowing you to fine-tune your outreach strategies effectively. By utilizing these tools, your firm can significantly enhance its operational efficiency while providing an exceptional experience for investors.

IntelliPay is a comprehensive payment processing and recurring billing solution designed for businesses operating on SaaS, subscription, and service models. Our platform supports both traditional fee structures and no-cost models where cardholders cover the processing fees. We seamlessly integrate with top payment gateways and provide a variety of payment options, including Online Payments, Virtual, On-Demand, Recurring Installments, EMV, and Custom Portals. Historically, businesses that accepted payments would typically bear the costs associated with processing fees, but our innovative technology and recent regulatory changes now empower you with choices. You can either continue to absorb these fees or transfer them to your customers, allowing you to retain a larger portion of your revenue. We offer diverse options that can reduce or eliminate costs for organizations across various industries. To explore our solutions tailored to specific sectors, please refer to the list provided below. Our versatile enterprise payment platform is designed to be highly scalable, easily integrable, and to enhance revenue growth significantly. Additionally, we ensure that patients have access to every available payment method without adding extra strain on your staff.

We are revolutionizing the background check process. With Certn's robust all-in-one platform and exclusive API, you can easily oversee your entire screening workflow—customizing packages, paying only for the services you require, and receiving status updates seamlessly. If you're hiring remotely and need criminal record checks or biometric identity verification, Certn offers extensive local and international background checks from more than 200 countries and 200,000 data sources. Our unique API ensures that our background checks are not only the quickest but also the most thorough available. You can obtain essential risk-related information through our white-labeled platform or by directly integrating our API into your own systems. We adhere to FCRA, GDPR, and SOC 2 Type II standards, guaranteeing compliance at all levels. Additionally, our team of compliance specialists and seasoned customer support professionals is dedicated to helping you maintain compliance and achieve success with our services, making the background check process more efficient than ever before.

Addepar is a comprehensive platform for wealth management that focuses on the integration of data, analytics, and performance metrics. By utilizing Addepar, you can prioritize what truly counts: nurturing your relationships with clients. The platform consolidates various financial accounts to provide a unified perspective on your clients' portfolios. With top-notch analytics and reporting capabilities, you can customize insights and discussions for each individual client, fostering enduring and trustworthy connections. Our digital solutions ensure that your clients can securely access their financial information from anywhere, at any time. Additionally, you can connect back-office processes with our tailored reporting features. Count on our team of in-house experts to grasp the unique requirements of your firm and facilitate a smooth launch. To enhance your experience, you can take advantage of our extensive help center and online training resources. Addepar also implements industry-standard security measures, such as role-based access controls and end-to-end data encryption, ensuring the safety of your clients' information. In this way, Addepar not only streamlines your operations but also strengthens the security and reliability of your wealth management services.

The Piano platform is made up of four interconnected products. Analytics Piano Analytics serves as a powerful data gathering and analytical suite. While it faces competition from various comprehensive marketing and behavioral analytics solutions, it stands out in environments where compliance is critical, showcasing a range of distinctive features and unique datasets. Activation Piano Activation features Composer, renowned as the most widely used experience rules engine globally, alongside VX, our platform dedicated to subscription commerce. Audience Our real-time customer data management system (CDP/DMP) facilitates advanced segmentation of both known and anonymous users, allowing for the seamless export of customer segments to both Piano's applications and external systems. Amplifier Our collection of audience engagement tools encompasses management for both organic and paid social media campaigns, in addition to newsletters and push notifications. This suite is specifically crafted to promote content that effectively drives traffic towards owned and operated digital properties, ensuring that user engagement remains high. Overall, the integration of these four products enables a comprehensive approach to data and audience management.

Everest presents a decentralized ecosystem featuring a highly scalable payment solution known as EverChain, a versatile multi-currency wallet called EverWallet, and a native biometric identity system referred to as EverID, along with a value tracking token, the CRDT, all seamlessly integrated into existing systems through an easily deployable software appliance, the Everest API Gateway. This comprehensive platform is designed to cater to the evolving needs of a new economic landscape. With the tools offered by Everest, users can effectively address various challenges related to value transfer, tracking, and delivery encountered in daily transactions. Examples of tailored solutions are available upon request, showcasing the platform's adaptability. Furthermore, Everest serves as a cloud-based fintech solution that provides essential regulatory compliance and value transfer tools, addressing a wide array of issues related to identity verification, value transfer, auditing, reporting, and agent management. Ultimately, Everest stands out as a decentralized platform that integrates multiple innovative features to support a diverse range of financial services.

ThreatConnect RQ is a financial cyber risk quantification solution that allows users to identify and communicate the cybersecurity risks that matter most to an organization in terms of financial impact. It aims to enable users to make better strategic and tactical-level decisions by quantifying them based on the business, the technical environment, and industry data. RQ automates the generation of financial cyber risk reporting as it relates to the business, cybersecurity initiatives, and controls. Automated outputs are generated in hours for reporting that is more current and relevant. By automating risk modelling, the vendor states customers get a fast start and can critique, or tune models over time instead of having to create their own. They use historical breach data and threat intelligence upfront in order to save months of data collection and remove the burden of continuous updating.

eVestment, a platform under Nasdaq, delivers comprehensive investment analytics, data, and insights regarding both public and private markets. It serves as a bridge for asset managers and general partners to connect with the institutional marketplace, while institutional investors and consultants depend on eVestment for effective manager due diligence, selection, and ongoing monitoring. By enhancing transparency and efficiency within the global institutional market, eVestment empowers managers, investors, and consultants to make informed, data-driven decisions, optimize their resources, and achieve superior outcomes. Across the globe, institutional investors such as public pension plans, corporate pensions, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations, and endowments utilize eVestment to screen over $78 trillion in assets under management, identifying managers that align with their specific investment goals. This extensive reach underscores eVestment's pivotal role in shaping investment strategies and fostering collaboration within the financial ecosystem.

Numerous funds consistently provide their clients with data and documentation through Allocator. We develop a time series for each figure, enabling you to monitor fluctuations over time. Say goodbye to the inaccuracies of manual data entry. Our platform seamlessly integrates various data sources into a single, user-friendly format for analysis. Keep track of your investments on both fund and portfolio levels. Enjoy having all your fund documents centralized in one location. Your data remains current, secure, and organized, always ready for your use. Eliminate the hassle of managing multiple spreadsheets. Effortlessly evaluate returns across different periods, comparing them with other funds and a multitude of indices. Assess and visualize gains and losses across any timeframe, whether by position, long or short, or categorized by asset class, sector, strategy, currency, or geography. Maintain organized and relevant peer groups of funds to ensure you seize every opportunity. Furthermore, gain insights into how new funds might influence the risk and returns of your portfolio, providing a comprehensive view of your investment landscape. In doing so, you empower yourself to make informed decisions that align with your financial goals.

We are convinced that collaboration between established financial institutions and fintech companies leads to advantages for both parties. Their respective strengths and goals complement each other, creating valuable opportunities for partnership. By offering a diverse array of digital investment products, companies can not only cross-sell to their current clientele but also tap into new markets. Nonetheless, crafting unique proprietary investment solutions can be a lengthy and costly endeavor, particularly amid increasing fee pressures and complex regulatory demands. This challenge has hindered brokers from effectively developing and introducing innovative offerings that could foster growth. While many wealth managers take pride in their established investment strategies and knowledge, they face significant pressure on costs and profit margins, compelling the entire industry to undergo a systematic transformation and modernization of existing business models to sustain profitability in a rapidly evolving landscape. Furthermore, adapting to these changes is essential for long-term success and competitiveness in the financial sector.

Protect sensitive information at every stage—whether on-site, in the cloud, or within extensive data analytic systems. Voltage encryption provides a robust solution for data privacy, mitigates the risks associated with data breaches, and enhances business value through the secure utilization of data. Implementing effective data protection fosters customer trust and ensures adherence to international regulations such as GDPR, CCPA, and HIPAA. Privacy laws advocate for methods like encryption, pseudonymization, and anonymization to safeguard personal information. Voltage SecureData empowers organizations to anonymize sensitive structured data while still allowing its use in a secure manner, facilitating business growth. It's essential to guarantee that applications function on secure data that moves seamlessly through the organization, without any vulnerabilities, decryption requirements, or negative impacts on performance. SecureData is compatible with a wide array of platforms and can encrypt data in various programming languages. Additionally, the Structured Data Manager incorporates SecureData, enabling companies to protect their data efficiently and continuously throughout its entire lifecycle, from initial discovery all the way to encryption. This comprehensive approach not only enhances security but also streamlines data management processes.

Launch Your Newsletter Subscriptions in Just Minutes. With Campaignzee, you can effortlessly sync Mailchimp and Stripe, allowing you to concentrate on what truly matters. Our platform simplifies subscription management for your mailing list. Additionally, we fully support all of Mailchimp’s list merge fields and interests. All transactions are securely processed by Stripe, adhering to top industry security standards. Just link your Mailchimp and Stripe accounts and provide some basic information about your newsletter, and you’ll be set to start selling subscriptions. Managing new subscribers and following up on late payments may not excite you; your passion lies in writing. Let us take care of the administrative tasks, so you can dedicate your energy to what your audience values the most while growing your subscriber base seamlessly.

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

Fortress Identity offers a comprehensive and affordable platform designed to validate identities from 195 nations and facilitate continuous KYC processes from start to finish. This innovative system merges the validation of onboarding procedures, compliance, and due diligence with biometric multifactor authentication, which removes the need for passwords and significantly improves the overall user experience. Users can verify various forms of identification, including driver’s licenses, passports, and national ID cards, spanning over 7600 document types. The platform also connects to several identity verification databases for detecting fraud, performing OFAC checks, and conducting AML monitoring, among other functions. It features facial recognition technology that analyzes facial attributes and liveliness through selfies, ensuring a match with the images on the documents. Additionally, it transfers document data via OCR in formats such as XML or REST, allowing for seamless integration. Furthermore, it offers customizable rules catering to various document types to enhance the verification process.

ProcureNow is an innovative software solution coupled with expert assistance that is revolutionizing how businesses engage with government purchasing processes. The experience of paperless procurement has reached new heights of enjoyment! This all-encompassing and user-friendly public procurement application is specifically designed for contemporary government agencies. Whether your focus is on managing electronic proposals and bid responses, automating evaluations, developing solicitations and contracts, or simply enhancing the transparency and enjoyment of the procurement process for all stakeholders, we provide customized solutions that surpass your expectations. With us as your procurement technology partner, the possibilities are limitless! We are committed to helping you achieve your objectives across a diverse array of stakeholders, including Procurement, Public Works, Project Managers, IT, Finance, and Leadership, ensuring that everyone benefits from a streamlined process. Your success is our mission, and together we will transform the procurement landscape.

Impress offers a thorough, multi-channel solution for billing and invoicing. You can create, organize, compile, and send invoices to your clients, all from a single, cohesive platform. This innovative tool equips your team to automate and streamline the complete invoicing and billing workflow. Built with user-friendliness in mind, our cloud-based system incorporates smart barcodes for the secure sorting, grouping, and collation of invoices, with the capability to send them electronically. With Impress, you can minimize errors, refine your processes, and accelerate payment cycles! The latest release, Quadient Impress version 1.2, comes as an enhancement of the multichannel outbound document management platform designed to automate customer communication workflows specifically for small and medium-sized businesses (SMBs). This new version features architectural improvements across the cloud platform, resulting in faster preparation and dispatch of customer communications, whether on-site or remotely, with increased scalability and fortified security measures. Get ready to elevate your business operations with these exciting updates!

Glider simplifies the payment collection process by minimizing obstacles, ensuring a seamless experience for both businesses and their customers. You can send invoices and reminders effortlessly, allowing customers to pay directly using their mobile devices. They will receive a reminder with a link to a personalized ‘smart invoice’ that reflects your branding. This secure smart invoice enables customers to verify their information, providing them with peace of mind. They can select from various payment methods, including options for partial payments, full payments, or installment plans via credit and debit cards. Glider also offers real-time insights and functionalities necessary for effectively engaging and managing customers as events unfold. With comprehensive reporting and analytics tools at your disposal, you can gain valuable insights that enhance decision-making. You can explore the effectiveness of different channels based on demographics and specific times, as well as monitor user behavior and delivery metrics to optimize your approach for better results. Overall, Glider streamlines the payment process while equipping you with the tools to understand and interact with your customer base more effectively.

To achieve a cohesive understanding of your audience, the initial move is to leverage the extensive data generated from your various media, events, and subscription products. By consolidating all this information, you can develop a unified perspective on your audience, which in turn will help maximize your financial prospects. With a complete insight into how your audience engages, your ability to track data effectively can lead to more informed marketing choices. Omeda empowers you to craft innovative products and platforms, beginning with well-defined audience segments and goals. Furthermore, we seamlessly integrate with your essential Adtech and CRM systems. By implementing strategies across your owned and operated brands and broadening audience engagement through omnichannel initiatives, you can boost revenue and enhance yield. Omeda is dedicated to addressing all your data-related queries and business challenges, even during late-night hours. Our expert support team is available around the clock to deliver exceptional service and optimize your overall experience, ensuring that you never feel alone in your journey toward audience engagement.

ezbook$360 streamlines the process of automating invoicing and much more, accessible from both desktop and mobile devices. This cloud-based platform prioritizes efficiency, empowering you to expand your business according to your own preferences. It allows for quick and straightforward report generation, invoice creation, financial checking, and mileage tracking, all while enhancing revenue, boosting productivity, and securely managing your operations from a home office or while traveling! Understanding the significance of your time, ezbook$360 offers a user-friendly system that organizes all your invoices in one secure, centralized location. With robust 256-bit AES encryption, your data is protected, ensuring that the security of our customers' documents is our top priority. Simplifying the invoicing process from any device is a hallmark of ezbook$360. We are committed to fostering efficiency so that you can dedicate more time to the growth of your business, making the journey enjoyable and productive. Your success is our mission, and we are here to support you every step of the way.